• Assurance
• Tax
• Tax Planning and Preparation
• International Tax Consulting
• Estate Planning - Gift, Trust and Charitable Giving
• Representation before IRS / Tax Authorities
• Consulting
• Litigation Support
• Forensic Accounting

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce the potential of taxes due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.

We can guide you through the complex process of getting your financial affairs in order.  Our tax partners can consult with you to establish a plan to manage, administer and distribute assets during your lifetime, at death and after death. Our focus is to ensure that your wealth is allocated according to your family wealth and charitable intentions in a tax-efficient manner.

We have worked with clients' diverse planning vehicles, including trusts, partnerships, limited liability companies, charitable and family transfers and financial instruments. Based on your personal goals, resources and lifestyle decisions, we will work in tandem with legal counsel to formulate a comprehensive estate management, gifting and death transfer plan. We provide post-mortem consulting for estates that have significant tax exposure.