Private Client Services


We strategize with our clients to reduce taxes by deferring income, converting ordinary income to capital gain through the use of derivatives, options, and by other means, as well as converting interest and other portfolio income to tax-favored dividends. We implement creative and individualized planning which may include asset protection trusts and offshore private annuities, like-kind exchanges and conservation easement planning, or tax-conduit entities and foreign tax credit maximization strategies to reduce the global tax rate of the family business. We work closely with our clients in structuring and restructuring all forms of closely held business entities, including the design and implementation of tax-efficient acquisition and disposition strategies. We have particular experience dealing with tax controversies from the initial audit notice through the final tax litigation appeal.


The Advisor: Helping You Manage Your Life and Legacy in Today's Complex World
Private Client Services Newsletter
Counseling Small Nonprofits
Arnold & Porter and Legal Aid Society Panel, New York, NY
ECJ Advocate-General Says Sec. 6a German Real Estate Transfer Tax Act Does Not Constitute Illegal State Aid
Use It or Lose It: Tax Planning Under the Tax Cuts and Jobs Act
Estate Planning Lunch Series: Planning with the Marital Deduction
DC Bar, Washington, DC

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