Tax Assistance

Taking the Stress Out of Tax Matters

I cannot tell you how often tax issues could have been completely avoided with some careful up-front tax planning. Today, it’s one of the areas of tax defense I encourage most because a strong tax foundation for yourself or your business saves you money now and in the future. Together, we can create a customized plan that helps identify your greatest tax risks, plan for your greatest tax expenses, and ensure that you have procedures in place for properly recording and reporting income in keeping with the tax strategies you decide are best.

My expertise in Tax Assistance matters includes:

  • Guidance for Mergers, Acquisitions, Financing, and Business Structuring
  • International Business
  • Dual Citizenship and Expatriation
  • Investment Funds and Financial Products
  • Renewable Energy and Other Tax Credits
  • Real Estate – Including Trusts and Mortgage Investment Conduits
  • Tax Disputes and Litigation
  • Issues Concerning Not-for-Profit and 501(c)(3) Organizations

Please contact me today to learn more!

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