• Opinions of Counsel regarding items to be reported on a tax return
  • Audit Assistance
    • Analysis and strategy for highly technical tax matters
  • Windfall Planning – Tax Planning for High-Income Realization Events
    • Sales of Real Estate or Artwork
    • Sales of Business Interests
    • Receipt and Sale of Restricted Corporate Stock
    • Conversion of Traditional Retirement Accounts to Roth Retirement Accounts
  • Self-Directed IRAs – § 408, § 408A
  • Planning and Analysis for the Net Investment Income Tax (the “Obamacare Tax”) – § 1411
  • The Passive Activity Rules – § 469
  • Affiliated and Consolidated Groups
  • Tax Structuring and Analysis of Legal Settlement Agreements
  • Analysis of Tax-Motivated Transactions for Compliance Purposes
    • Reportable Transactions (Promoted Tax Shelters, Listed Transactions, Transactions of Interest, Loss Transactions, et al.)