Client Successes

IRS / Wisconsin Department of Revenue Disputes

Represents individuals and businesses in disputes with the IRS and the Wisconsin Department of Revenue

Estate Planning – Small Business

Comprehensive estate planning for small business owners to achieve goals of family succession, minimizing death taxes, wealth preservation and protection of children

Reverse and Forward Single and Multiple Asset Tax Deferred Exchanges

Structured numerous Reverse and Forward Single and Multiple Asset Tax Deferred Exchanges under Section 1031 of the Internal Revenue Code

Resolution of Multimillion-Dollar Tax Claim

Negotiated resolution of a multimillion-dollar unrelated business income tax claim on behalf of a tax-exempt client

Estate Planning – Family Business

Structured succession and estate plans for owners of family businesses engaged in construction, professional services, real estate, manufacturing and numerous other industries

Comprehensive Estate Administration

Estate administration, from probate of small summary proceedings to large, complex estates including trust and estate litigation

Estate Planning – Individuals

Preparation of estate plans for individuals, including wills, trusts, powers of attorney, and pre-nuptial and post-nuptial agreements

Tax Advising & Planning

Advising on tax implications of proposed business transactions, as well as personal tax planning