Practice Areas

Tax Controversy

  1. IRS Audits & Responses
  2. Administrative Appeals
  3. Tax Court Litigation
  4. Federal Court Appeals
  5. Removal of Tax Liens
  6. Offers in Compromise (Doubt as to Liability Only)

Trusts & Estate Planning

  1. Grantor Trusts
  2. Irrevocable Life Insurance Trusts
  3. International Grantors (U.S. Non-Residents)
  4. Trustee Service
  5. Trust Bank Account Setup
  6. U.S. Probate Proceedings
  7. Estate Administration
  8. Wills & Tax Planning
  9. Powers of Attorney

International Tax Planning

  1. Foreign Trusts for U.S. Residents
  2. U.S. Trusts for Non-U.S. Residents
  3. Foreign Account Tax Compliance Act (FATCA)
  4. Foreign Tax Credits
  5. Tax Issues in Currency Exchange
  6. Depreciation of Non-U.S. Property
  7. Foreign Earned Income
  8. U.S. Taxation of U.S. Non-Residents
  9. Claiming Treaty Benefits for U.S. Non-Residents

Tax-Deferral Planning & Incentive Equity

  1. 401(k) Plans for Self-Employed Individuals
  2. Profit-Sharing
  3. Self-Funded Pension Plans
  4. Employee Stock Purchase Plan
  5. Non-Statutory Stock Options
  6. Incentive Stock Options
  7. IRA & Roth IRA
  8. Loans against Retirement Savings
  9. Loans against Life Insurance
  10. Fixed & Variable Annuities

Tax-Exempt Organizations

  1. Applications for Tax-Exempt Status
  2. Formation of Non-Profit Entities & Organizations

Company Formation & Restructuring

  1. Choice of Entities
  2. Issues for International Owners & U.S. Non-Residents
  3. Domestic Tax Issues in Company Formation
  4. 401(k) Plans for Small Businesses
  5. Governmental Filings & Formation Documents
  6. Licensing Applications
  7. Bank Account Setups
  8. Corporate Restructuring, Mergers & Acquisitions
  9. Liquidations & Tax-Free Reorganizations
  10. Stock Options & Executive Compensation

International Law

  1. International Notarization
  2. U.S. Legalization of Foreign Documents
  3. Foreign Legalization of U.S. Documents