I undertake sophisticated tax, estate and asset protection planning for high net worth individuals. My planning advice is tempered and informed by my extensive experience in tax and related litigation. Put simply, I have a much better understanding of what actually works when put to the test in an IRS audit or in court. Here are examples of the services I provide:
Sophisticated Estate and Asset Protection Planning
* Family limited liability companies
* Grantor trusts
* Irrevocable life insurance trusts
* Grantor retained annuity trusts (GRATs)
* Charitable remainder and lead trusts
Foreign Trusts and International Tax Planning
* Discretionary foreign trusts
* Tax reporting for foreign trusts
* FBAR reporting for foreign financial accounts
* Form 8938 (FUBAR) reporting for specified foreign financial assets
* U.S. tax and estate planning for expatriates and non-residents
Entity Formation, Reorganization and Liquidation
* Limited liability companies
* Corporations
* Partnerships
* Non-profit corporations
Retirement Investment Planning
* Retirement account limited liability companies
* Roth conversions
* Avoid prohibited transactions
* Unrelated business income tax
Real Estate Tax Planning
* Real estate purchase, leasing and disposition
* Deferred Section 1031 exchanges
Investment Transactions
* Installment sales
* Stock options, short sales, straddles and collars
* Planning for original issue discount and imputed interest