BUSINESS PLANNING
We counsel clients on a variety of matters ranging from business formation to succession planning. We also provide various estate, gift and income tax planning services, including; Wealth transfer and generation-skipping planning; family-owned and closely held business and succession planning; Charitable planning and contributions; Life insurance planning; Planning to minimize the state income taxation of trusts and tax controversies, including estate and gift tax audits and appeals with federal, state and local taxing authorities.