I help clients minimize taxes and plan confidently with tailored strategies for individuals, families, and businesses, ensuring compliance with tax laws.

I design estate plans that preserve wealth and secure your legacy. From wills and trusts to advanced tax planning strategies, I provide customized solutions that minimize estate and gift taxes while ensuring your wishes are carried out.

I help U.S. citizens abroad and families with international assets navigate the complex intersection of tax and estate laws across borders. From international estate planning and trust coordination to strategic use of tax treaties, I provide tailored solutions that protect wealth, reduce double taxation, and ensure your legacy is honored worldwide

If you’re facing an IRS audit, examination, or collection matter, I advocate on your behalf. With firsthand insight from inside the IRS, I know how the government approaches disputes and how to resolve them efficiently—through negotiation, appeals, or litigation if necessary.

I help businesses, developers, and investors take advantage of valuable tax credit opportunities. From renewable energy and affordable housing to historic rehabilitation and new market projects, I make complex tax credit programs easier to understand and puts the benefits within reach. Whether you’re raising capital or investing in a project, I structure deals that align with your goals and ensure compliance every step of the way.

I help real estate investors and developers maximize returns through tax-efficient structuring. This includes 1031 exchanges, depreciation strategies, Opportunity Zone investments, and real estate investment trusts (REITs).

M&A transactions demand careful tax planning to avoid costly surprises. I advise on acquisitions, sales, reorganizations, and joint ventures, ensuring each deal is structured to achieve your business objectives while minimizing tax risk.