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We follow up to schedule a free consultation
Together, we define project scope and enter into a contract
You sit back while we execute
Provide comprehensive guidance and strategic planning which align with operational goals and maximize tax efficiency
Tailor your formation documents and agreements to your strategic goals and objectives, ensuring alignment with tax strategies
Provide comprehensive international tax strategies to help reduce your worldwide effective tax rate
Provide comprehensive guidance on state and local income and sales tax matters
Create transaction structures for tax savings which align with the business’s operational objectives
Form your entity in the right jurisdiction efficiently and accurately
Create an integrated structure which meets treasury goals and objectives of the business
Our Trusts & Estates practice offerings include estate planning, wealth transfer, charitable giving, business succession, and fiduciary administration. Our goal is to protect and preserve assets across generations by designing structures that balance family objectives with the many tax consequences associated with legacy planning.