Wills &
Estates Will Preparation Estate Planning Probate and
Administration Businesses Formation & Choice of
Entry Purchases & Sales Liquidation & Dissolution Taxation Tax Planning &
Analysis IRS & State Problems Offers in Compromise Closing Agreements Real
Estate Closings Refinance
We provide many legal services with a financial impact to
individuals and small businesses.
Estate Planning
We offer a straight forward approach for implementing an estate plan. We
simultaneously focus on fulfilling individual wishes concerning family matters
and tax considerations for the eventual transfer of assets.
Our approach is to offer assistance with all aspects of the estate
administration process from the probate of a will, preparation of estate tax
returns, filing surrogate documents to the re-titling and distribution of
assets. We focus on estate and income tax aspects of the estate to minimize tax
payments.
Business Formation
Today, a wide array of different business structures is available to engage
in commerce including proprietorships, partnerships, corporations and limited
liability companies. We assist with the startup process explaining the various
tax and legal differences, conducting the legal formation process, state
qualifications and tax registrations.
Business Termination
Properly ending a business is equally important and possibly much more
problematic than proper formation. We calculate and explain the tax impact of
the termination upon the enterprise and its owners. We make sure that the proper
filings are accomplished at the state and federal level.
Business Purchase and Sale
We provide guidance throughout the process of purchasing or selling a
business from both and tax and legal perspective. This includes analysis and
negotiation of the transaction structure, financial and tax impact to the buyer
or seller.
Taxation
Various options are available to individuals and businesses that face issues
from federal and/or state taxing authorities. We can analyze the facts and help
with finding the best solution for dealing with these issues.
In many cases individuals and business become involved in transactions that
have involved tax consequences requiring in-depth analysis. We have the
experience and expertise to help sort through the issues to reach the desired
conclusion.
Real Estate
The purchase and sale of a residence can be an emotional process. We can
assist with all phases of the real estate closing process from contract
negotiation to the closing. We can also provide tax advise regarding the
transaction.
We also handle commercial real estate transactions.