Tax Planning and Compliance. Estate Planning. Business and Investment Planning.
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.
Capital Gains Planning.
Asset Protection Trusts.
Tax Planning and Compliance.
Choice of Entity.
Applications for Tax Exempt Status Under Section 501(c(3).
Unrelated Business Taxable Income.
Qualified Business Income (Pass-Through) Deduction Planning.
Motion Picture Production and Other Tax Credits.
IRS and Mass. DOR Audit and Appeals.
US Tax Court
Tax Credit Structuring.
Tax Credit Equity Placement.
1031 Like Kind Exchanges.
Brownfields Tax Credit.
Renewable Energy and Other Tax Credits.
Affordable Housing Development and Syndication.
Mortgage Loan Workout Plans.
Debtor and Creditor Negotiations.
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The safety of our staff and clients is of paramount importance to us. For the duration of the Covid19 pandemic, all client matters will be handled by telephone or by remote video conferencing, which is available through Zoom, Microsoft Teams, Google Hangouts, Skype or Facetime. This includes the signing of all documents including wills and powers of attorney. In-person meetings can be prearranged at various locations if desired.