Tax & Estate Planning

We have represented taxpayers on taxation law issues for more than 50 years. Taxation complexities impact every economic sphere, beginning locally and expanding to include global economies. The firm’s taxation attorneys are thoroughly familiar with an increasingly complex array of statutes, regulations and decisional law.

Are you selling a business? 

  • Define your exit strategy
  • Prepare your financial statements
  • Choose your team wisely

Contact Nancy Collins for more information.

 

Are you in need of estate planning services?

We assist individuals and family businesses in designing and implementing a desired plan, including drafting wills, trusts, property and health care powers and other related documents. In addition to minimizing transfer taxes, our planners offer advice on setting up the proper management to grow the family wealth and on how to avoid or resolve family disputes.

Contact Cynda Ottaway for more information.

 

Are you worried about preserving your wealth? 

Transferring property to family members and other beneficiaries has become increasingly complex, and the firm has a dedicated practice in estate planning, estate and trust administration and charitable planning to assist our clients. Our attorneys have comprehensive knowledge of the applicable tax laws as well as the ability to evaluate the financial considerations and the legal consequences of proposed transactions. We can suggest sophisticated and creative ways to achieve our clients’ objectives.

Contact Eric Fisher for more information.