Practice Areas

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Problems with the IRS or the Department of Revenue?  We can help, and specialize in the following practice areas:

Representing Taxpayers in Employee Retention Tax Credit ("ERTC") Payroll Tax Exams, Appeals, Refund Suits, and US Tax Court 

Offer in Compromise 

Representing Taxpayers in front of the State Tax Commission

Representing Taxpayers in IRS Examinations, Appeals, and United States Tax Court 

Representation in Federal District Court

Penalty Abatement and Tax Relief 

Review of Estate Planning     

Estate Tax Planning     

Revocable Living Trust Packages for Client and Spouse    

Wills (Last Will and Testament)     

Durable Power of Attorney

Health Care Directives   

Probate and Estate Settlement     

Crummy Letters

Private Annuity/Self-Cancelling Installment Note (SCIN)     

Warranty and Quitclaim Deeds  

Title Confirmation

 Many companies are required to report information to FinCEN about the  individuals who ultimately own or control them. The majority of for-profit business entities will be required to file this report unless they qualify for an exemption.

This reporting requirement started in 2024 and enforced by potential penalties of $591/day and $10,000/entity

We can help you with this filing. 

 We provide a number of asset protection services, including reviewing any potential existing exposure to liability you may have.

Our most popular package includes: 

1. Holding Limited Liability Company (LLC)
2. Up to (4) Subsidiary LLCs 
3. 2 Irrevocable Trusts
4. Recommendations on Holding Title 
5. Analysis of Before vs. After Asset Protection
6. Similar Items

Some of the trust work we offer includes:  Restated Revocable Trusts 

Irrevocable Life Insurance Trusts (ILIT) 

Grantor Deemed Owner Trust for SCIN of Annuities (GDOT) 

Private Annuity or Self-Cancelling Installment Notes 

Stand-Alone IRA Trusts 

Grantor Retained Income or Annuity Trusts 

Qualified Personal Residence Trusts 

 Charitable Remainder Trusts (CRT) 

Charitable Lead Trusts (CLT) 

There are significant tax consequences to consider when creating, buying, selling, or even changing many aspects of a business. We can help with: 

Formation of Limited Liability Companies (LLC), Business Corporations, and Partnerships. 

"Golden Handcuffs" Arrangements

Buy/Sell Agreements

Cross Purchase Agreements 

C Corporation Bail Outs

Sale or Purchase of a Business  

 Aqueous film-forming foam, commonly known as AFFF, is a type of   fire-suppressant foam used for fighting high-hazard flammable liquid   fires (Class B). Although AFFF is very effective in extinguishing Class  B  fires and saving human lives, it has recently been determined to be   highly toxic as it contains per- and polyfluoroalkyl substances (PFAS).   Increasing scientific and medical evidence back up our medical  research  team that shows that exposure to PFOA and PFOS - the most  well-studied  PFAS to date - through AFFF is related to kidney cancer,  pancreatic  cancer, testicular cancer, bladder cancer, liver cancer, and  prostate  cancer.  

Other than the categories listed, we also can help with: 

Privately-Held Insurance Recommendations 

Charitable Limited Income Partnerships (CLIP)

General/Outside Counsel Representation for Businesses

Income Tax Planning for Individuals and Businesses  

Employment Agreements  

Other Services