Call for a free consultation.

How we can help you.

For Families.

Extended Family Portrait.

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.


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

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.

Contact Us

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Law Firm of David M. Kohen

233 Needham Street, Suite 300, Newton Upper Falls, MA 02464, US

(617) 398-0570