Tax, Pensions & Estate Planning

The Firm’s tax practice offers consulting and planning services in various tax-related matters, with special emphasis on matters involving the corporation-shareholder relationship. These services include the planning and execution of structural changes, such as incorporation, liquidation, redemption and acquisition, as well as advising upon, negotiating and executing the transactions involved in business operations.  Tax planning for individuals, partnerships and closely-held businesses is an important part of the Firm’s tax practice. The practice involves a significant amount of employee benefit and estate planning work. The employee benefit practice includes advice concerning the choice of benefit plans, and the establishment, tax qualification and administration of plans, including prohibited transactions and amendments required by statutory changes. The Firm works closely with other experts, such as pension plan administrators and actuaries.

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