Tax & Charitable Planning
Our firm services include a number of tax and charitable planning services. Many of our clients are interested in charitable giving, both for its tax benefits and the furtherance of philanthropic goals. Included in these philanthropic goals is often a desire to involve and educate the younger generations of the family in determining charitable goals and satisfying them. We advise clients on creating qualified public charities, private foundations, and donor-advised funds, based on their individual needs and what is best suited for their end goals. In addition, we counsel clients regarding succession planning in charitable organizations, compliance with IRS requirements, and governance issues.
We also advise clients with respect to income tax, estate tax, and gift tax issues. Such issues include counseling clients with respect to various business transactions, handling audits, structuring entities, and devising business succession plans. We have an established and amicable relationship with the IRS, and have been extremely successful in resolving audits of celebrities and high worth individuals and their estates.