Tax, Trusts, and Estates Counsel

Throughout my career I have represented taxpayers in contested matters before the Internal Revenue Service, its Independent Office of Appeals, and, if necessary, in the U.S. Tax Court and the U.S. Court of Appeals. I provide sound counsel for companies as well as individuals in tax controversies, and obtain outstanding results in such cases.

I bring taxpayers into compliance with U.S. laws concerning foreign income, accounts, and entities, and in defended them against penalties for alleged noncompliance. I have handled hundreds of foreign accounts compliance cases. I write and speak nationally on this practice.

Throughout my career I have performed estate planning. I interview clients, ascertain their dispositive intentions, and draft documents to accomplish their intentions. I fund clients’ trusts, so that probate will not be necessary at their death. I review beneficiary designations on clients’ life insurance policies, retirement plans, nonqualified deferred compensation plans, and annuities, to make sure that they are as the client wants them to be.