Practice Areas

Business Advisory Services

• Incorporation & Organization of LLCs, S Corporations, C Corporations, Professional Corporations, LPs, FLPs, and Joint Ventures;
• Dissolutions and Winding Up of Businesses;
• Business Taxation Planning, Compliance, and Dispute Services;
• Sales and Redemptions of Stock and Other Business Ownership Interests; 
  
• Acquisitions and Dispositions of Business Assets and Ownership Interests;
• Commercial Lease Agreements;
• Long-Term Manufacturing and Supply Agreements and Other Customer and Vendor Contracts;
• ​Loans, Lines of Credit, and Secured UCC Transactions;
• Breach of Contract / Collections Actions;
• Shareholders' Agreements (including Buy-Sells);
• Employment Agreements and Employer Handbooks (including consulting on ERISA, FLSA, and FMLA issues);
• Consulting Agreements;
• Licenses and Grants of Intellectual Property Rights; Royalty Agreements; Trade Secret Protection Planning; Non-Compete Agreements; and Non-Disclosure Agreements;
• ​Business Succession Planning; 
  
• ESOPs;
  
• Fractional CFO Services;
• ISO 9001 Consulting and Auditing;
• EU REACH, CA Prop 65, and RoHS Consulting;
• Products Liability Compliance and Planning;​ and
• Corporate Governance Consulting.

Tax Planning & Dispute Resolution Services

• Tax Planning for Closely Held Businesses (including choice of entity between S corps, C corps, Professional Corporations, LLCs, LPs, and FLPs; choice of jurisdiction; and structuring owner compensation);
• Opportunity Zone Tax Planning;
• Taxation of Captive Insurance Companies;
• Taxation of IRC 1202 Qualfied Small Business ("QSB") Stock;
• IRS Office of Chief Counsel Appeals;​
• Business Installment Agreements;
• Business Offers in Compromise; and 
• ​Penalty Abatement​.

Estate & Business Succession Planning Services

• Complex Wills (including Powers of Attorney and Health Care Directives);
• Family Limited Partnerships;
• Trusts (including ILITs, GRATs, IDGTs, SLATs, QPRTs, CRTs, and Dynasty Trusts);
• Donor Advised Funds;
  
• Valuation Discounts and Crummey Letter Planning;
• Small Business Succession Planning; and
• ESOPs.

Asset Protection Services

• Bankruptcy Exempt Asset Protection Planning;
• Pre-nuptial Agreements Involving Business Interests;
• Property Settlements of Business Interests Incident to Divorce;
• Trusts (DAPTs, Irrevocable Spendthrift Trusts, SNTs); and
• Structured Transactions.