Tax Planning and Compliance. Estate Planning. Business and Investment Planning.
How we can help you.
For Families.
For Businesses and Non-Profit Organizations.
For Businesses and Non-Profit Organizations.
Estate Planning and Probate.
Wills and Living Trusts.
Irrevocable Life Insurance Trusts.
Dynasty Trusts for Generation Skipping Transfers.
Marital (QTIP) Trusts.
Qualified Domestic Trusts (QDOTS) for Non-Citizen Spouses.
Tax Treaty Analysis for Ex-Pats and International Families.
Multi-National Estates.
Capital Gains Planning.
Asset Protection Trusts.
For Businesses and Non-Profit Organizations.
For Businesses and Non-Profit Organizations.
For Businesses and Non-Profit Organizations.
Tax Planning and Compliance.
Choice of Entity.
Applications for Tax Exempt Status Under Section 501(c(3).
Unrelated Business Taxable Income.
Valuation Discounting.
Shareholder Agreements.
Qualified Business Income (Pass-Through) Deduction Planning.
Motion Picture Production and Other Tax Credits.
IRS and Mass. DOR Audit and Appeals.
US Tax Court
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Tax Planning and Compliance.
Choice of Entity.
Applications for Tax Exempt Status Under Section 501(c(3).
Unrelated Business Taxable Income.
Valuation Discounting.
Shareholder Agreements.
Qualified Business Income (Pass-Through) Deduction Planning.
Motion Picture Production and Other Tax Credits.
IRS and Mass. DOR Audit and Appeals.
US Tax Court
Due Diligence Review of potential investments in start-up companies in the friends and family, angel, seed money or venture capital rounds of equity financing.
For Real Estate Owners and Investors.
For Businesses and Non-Profit Organizations.
For Real Estate Owners and Investors.
Tax Credit Structuring.
Tax Credit Equity Placement.
1031 Like Kind Exchanges.
Opportunity Zones.
Historic Rehabilitation.
Brownfields Tax Credit.
Renewable Energy and Other Tax Credits.
Affordable Housing Development and Syndication.
Mortgage Loan Workout Plans.
Debtor and Creditor Negotiations.