Some of our favorite engagements are working with entrepreneurs, investors and business people to plan, negotiate, implement, and achieve transactions which increase their wealth and financial condition, reduce their taxes, protect their assets, and accomplish their goals for succession planning and personal significance.
We provide responsive and high-quality service to our clients in our areas of practice, and we constantly seek to benchmark our work against industry leaders at the highest level, and to adapt to improve the efficiency and quality of our work.
What We've Achieved
- Represented entrepreneur in increasing the value of business sold from $20 million to $115 million over two years of planning, meetings, and negotiations.
- Settled over $2 million in tax debt, including civil fraud penalties, for less than $20,000, in offer in compromise.
- Reformed numerous “irrevocable” trusts under the Uniform Trust Code to correct draftsmen errors, change trustees, address unforeseen problems, and meet changing beneficiary needs.
- We have successfully handled hundreds of Section 1031 Like Kind Exchanges, including reverse, entity, partial, and other complex exchanges of all types. We have assisted and advised several exchange intermediaries in formation and operational issues.