Services, Rates & Promotions

Tax Law and Planning

Improving Your Financial Well-Being Through Tax Planning and Risk Management.

I review the legal structure of business organization, asset ownership, business transactions and personal transactions, to lower taxes payable.

I help with the following:

• U.S. Tax Returns and U.S. Tax Disclosure Filings
• Tax Controversy
• Tax Opinions
• Second Opinions on Proposed Tax Planning
• Tax Planning on Inbound Investment to the US
• Tax Research
• Asset Protection for Small & Mid-sized Businesses Including Corporations & Partnerships
• Estate and Gift Tax Planning
• Executive Compensation Planning
• Changing Tax Residency (Immigration or Emigration)

Business Law and Contracts

I work with small and mid sized businesses on legal and tax issues associated with business operations, including:

• Contracts / Agreements
• International Distribution Agreements
• International IP Licensing Agreements
• Employment Agreements
• Joint Venture Agreements (Medical Research)
• Shareholder Agreements
• Franchise Agreements
• Commercial Leases
• Business Loans and Security Agreements
• Corporate Reorganizations

Reorganizations

I advise business owners on estate and corporate tax planning and implementation including:

• Corporate Reorganizations
• Surplus Strips
• Share Exchanges
• Domestic and Foreign Trusts

Estate Law

Effective estate planning to reduce or eliminate taxation at death and ensure wealth is protected from litigation risks and transferred to whom you want.

I help with estate and tax planning including:

• Inter Vivos Trusts
• Non Resident Discretionary Trusts
• Estate Administration

Other

• Non-Resident Subsidiaries
• Non-Resident Purchases of US Real Property
• Non-Resident Entities
• LLC Operating Agreements (Caribbean and U.S. Jurisdictions)