I’m a Tax Attorney, CPA, and Financial Expert who specializes in providing advice, guidance, and representation to individuals and businesses on a range of tax, legal, and financial matters.
I provide a range of services, but excel at helping mid-to-high income and net-worth individuals, including business owners, executives, doctors, lawyers, dentists, and other professionals with their advanced and complex tax, legal, and financial needs.
My expertise involves providing creative, innovative, and forward-thinking solutions to the range of challenges clients encounter, and regularly entails the identification, planning, and implementation of tax strategies, financial plans, and legal solutions that maximize wealth, minimize liability, limit risk, reduce taxes, and capitalize on favorable state and federal laws.
I also work with and help other professionals in related fields such as realtors, insurance brokers, financial advisers and planners, accountants and tax preparers, and civil and family law attorneys, among others, where I provide a range of assistance, including reviews, opinions, and valuations on many of the tax, financial, and legal matters that arise with their clients and cases.
I’m uniquely skilled at providing expert advice, assistance, and support for the many tax, financial, and legal issues that arise in the course of civil litigation, family law, and business transactions, including compromised settlements, divisions of property, real estate transactions, business sales, transfers, acquisitions, dispositions, and dissolutions, among many others.
As a result of my business, financial, and legal experiences, I have a rare ability to appreciate, understand, and address the dynamic, interconnected, and complex tax, legal, and financial challenges a client faces from a variety of perspectives. Yet, I’m able to refine the complexity of those issues into a simple and understandable manner that clients can easily comprehend that’s not overwhelming.