I am honored to collaborate with a wide variety of high-net-worth individuals, family offices, private equity firms, and other investment funds. I help my clients see the big picture of their portfolios and explore the details to implement optimal tax planning and compliance solutions. My goal is to help clients reduce their tax exposure and navigate unnecessary risk. Services I provide include tax planning and compliance, trust and estate planning, IRS examination representation, and succession planning.
An area of focus for me is guiding real estate investment firms and other real estate owners through the tax implications of sourcing investments, structuring funds, waterfall/promote allocations, and liquidation events.
By providing a holistic view of investment vehicles to implement effective tax strategies that support early-stage value and long-term exit plans, I can help you both manage your tax exposure while building strong investment portfolios, priming you for success.