Comprehensive estate planning for small business owners to achieve goals of family succession, minimizing death taxes, wealth preservation and protection of children
Structured numerous Reverse and Forward Single and Multiple Asset Tax Deferred Exchanges under Section 1031 of the Internal Revenue Code
Negotiated resolution of a multimillion-dollar unrelated business income tax claim on behalf of a tax-exempt client
Structured succession and estate plans for owners of family businesses engaged in construction, professional services, real estate, manufacturing and numerous other industries