Tax & Estate Planning

Our tax practice group provides tax advice and services to domestic and foreign companies, partnerships, individuals and not-for-profit institutions. We advise and represent clients with respect to all types of federal, state and local tax issues, including business structuring, business acquisitions, restructurings and other reorganizations, executive compensation, real estate tax issues, international tax issues, Florida state income, sales and other taxes, tax audits and tax litigation. Our estate planning practice provides personalized estate planning and wealth preservation services to domestic and foreign individuals, their families and their closely-held businesses. Our counsel includes traditional estate planning; advanced strategies to minimize estate and gift taxes; and asset protection measures. Representative services include the preparation of revocable trusts, wills, and irrevocable insurance trusts; asset value discounting techniques with family limited partnerships and limited liability companies; business succession planning and the transfer or sale of family businesses; and asset protection planning.