My practice focuses on tax issues affecting families, individuals and their related businesses and real estate investments. My goal is to provide effective independent advice which my client’s consider to be a positive return on their investment in the professional services provided by my office. I take seriously my role as a trusted advisor to my clients and their families.

My approach begins with client conferences designed to obtain a clear understanding of the client’s interest and needs. Following such conferences, I then consult with my client’s attorney, and optimally their wealth and insurance advisors. Pertinent documents are gathered and then analyzed.

During this process, I keep my client’s informed and, as appropriate, confirm my understanding of relevant information and facts. I then proceed with the development of a client specific action plan that is designed to achieve identified needs and objectives. Frequently, this initial plan is modified as new information is obtained or client priorities change and evolve. Flexibility, communication, and collaboration with my client’s and their other trusted advisors are critical to a successful outcome.

I care about my clients and treat their financial security as if it were my own.

We help you determine:

• Whether to convert to a Roth IRA
• The impact of new tax laws on your specific situation
• How to implement your current estate plan
• Appropriate wealth and succession planning strategies
• The effective use of Grantor Trusts
• How much money to take as current year compensation
• How much you can afford to spend on your lifestyle
• The tax benefit of contributing to your favorite charity
• The amount of money you will need to retire comfortably
• The amount to withhold from your wages for federal and state income taxes
• The required quarterly estimated tax payments based on your expected taxable income
• Affordable lifestyle decisions
• How to reduce the amount of taxes you pay
• The adequacy of your current bookkeeping practices