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.