Business, Personal, and Estate Tax Attorney

Affordable. Knowledgeable. Effective. Business Taxes: Tax planning is a significant element in entity selection, business transactions, and maximizing the return of investment. I will guide you in selecting the proper type of business entity, properly structuring transactions, and maximize return of investment by planning to reduce taxation thereby increasing your profits. My office has experience advising on US tax considerations and planning for foreign investment in the US and US compan

ies investing abroad. I provide sound legal advice and effective representation in federal, state, and local tax matters in the New York tri-state area. Individual Tax Planning Services: I help individuals succeed by providing timely, proactive and effective services. I am skilled in addressing all levels of complexity with respect to the individual tax matters and compliance. I pride myself on delivering proactive tax planning and year-round client service. I handle individual matters related to real estate, entrepreneurs and business owners, wealth taxation, pension and employee benefits, international taxation, state and local taxes, tax compliance and controversies, as well as business matters. In the ever-changing world of the tax code, the continuous release of administrative guidance and judicial interpretations requires that my office continually monitor new developments. In every matter, I get to know my clients strategic objectives to offer advice that is tailored to their needs. My goal is to protect my clients’ assets by taking full advantage of deductions, credits and losses that reduce their tax burden. My office assists in constructing comprehensive tax plans that comply with federal and state laws.My individual tax planning services include: Monitor and recommend practical solutions for tax planning purposes, including multi-year tax planning; Advise on structures for business liability, tax planning and compliance purposes; Planning for carried interest; Planning for executive compensation arrangements; Executive counseling and planning including retirement analysis, stock options and benefits; Charitable gift planning; Advise on multistate individual taxation, including residency issues, income-sourcing and state and local tax minimization; Identify tax efficient opportunities for single stock concentration and diversification issues;Assist with US reporting for foreign transactions; Provide strategic tax plans for inbound and outbound individual investment; Tax services for US citizens abroad; Pre-immigration tax planning; and EB-5 investor tax planning. Estate Planning & Trust Administration: I provide comprehensive estate planning for individuals, couples, and family businesses. Tax planning is a critical element of estate planning, my firm incorporates effective, practical tax savings strategies in all of our estate plans and trusts. I have extensive experience in advising citizens with dual or multiple nationalities, especially those living outside the US, and their families with their unique estate planning challenges. My office also advises on the unique tax considerations and opportunities for individuals and families immigrating to the US. I handle trust administrations and represent corporate trustees.

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