I have over 40 years of experience assisting my clients and their other professionals in guiding their business and personal matters. I have dedicated my career to working with my clients to understand their goals and ambitions and employ my knowledge of their individual situation to achieve the best possible outcome for them. My knowledge of their company, their industry and the multitude of legal and tax matters impacting their business and their personal planning has enabled my clients to maximize the outcome of any situation they confront. My experience and education as an LL.M. (in Taxation) qualifies me in this regard.

My accumulated knowledge of business, tax, and estate planning matters brings a multi-disciplinary solutions-based approach to my clients, enabling them to achieve results that are enhanced by the understanding of how income, gift and estate tax benefits maximize these outcomes.

My background and approach to problem solving has resulted in numerous successes in all phases of my clients’ business and personal affairs in achieving tax-advantaged outcomes in their business and personal investments

EXAMPLES OF EXCELLENCE:

• Business and tax counsel for sellers of various businesses to private equity and follow-up on planning for selling shareholder group that were in excess of $100 million.
• Tax and estate planning counsel for owners as well as sellers of business to achieve leveraged gifting utilizing pre-sale valuation discounts for estate tax purposes resulting in multi-generation estate tax benefits.
• Representation of clients before the IRS.