2. TAX RESOLUTION SOLUTION® Our office provides advice and counsel for IRS audits, IRS appeals and tax litigation.
3. PASSING THE TORCH SOLUTION® is a 6 step process where you, as owner of the business, are able to tranfer your business to your children or other business executives and to obtain your equity on a tax advantaged basis.
4. THE REAL ESTATE TAX FREE EXCHANGE SOLUTION® is a 6 step process by which your investment in real estate is maximized, your taxes are minimized and your investment in future real estate is enhanced. Our office acts as a qualified exchange agent or as an advisor for standard two party, three party and reserve tax free exchanges with an emphasis on flexible, individualized service to you.
5. RETIREMENT PLAN SOLUTION is a 6 step process in which we design, implement, amend or terminate qualified and non-qualified retirement plans based upon what is best in your own situation.
6. DEATH, BUT LET'S SKIP THE TAXES SOLUTION® is a 6 step process by which you are able to visualize and articulate distribution of your assets to your heirs and beneficiaries, to preserve and protect your property while transferring your wealth at the lowest possible tax cost.
6. PERSONAL ADVISOR TO THE ADVISOR SOLUTION® is limited to currently practicing attorneys. Our office provides confidential advice to professional advisors regarding ta ation planning, tax litigation and tax audits, qualified and non-qualified plan design, business planning and related areas on referral basis, co-counsel basis, hourly or flat fee basis to provide customized solutions to your clients.
