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PRACTICE AREAS

• Tax Planning- planning the structure of businesses and business and personal transaction to maximize tax saving.

• Tax  Representation  - representing taxpayers before the IRS and Pa. Department of Revenue audit division and  collection division, including U.S. Tax Court, Appeals Board of Pa. Department of Revenue and the Commonwealth Court.  

• Opening Formal Estates - assist in appointment of Executors and Administrators to assemble estate assets, pay debts, prepare Inheritance Tax Returns and distribute estate assets to beneficiaries and closing estate through formal petition or family settlement agreement.

•  Organization of Businesses - analysis of businesses including owners' interests and goals and advice regarding business structure in the form of partnerships, Limited Liability Companies and Corporations.  Filing of organizational documents with the Pa. Department of State, Pa. Department of Revenue and IRS and other agencies.

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• Business Succession Planning - reviewing your business structure and planning for its continuation after retirement or death.

• General Business Law - contracts, general business advice and representation before state and local governmental agencies.

• Creating a Will - writing a will which meets your planning goals and minimizes estate, inheritance and income taxes.
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• Establishing Trusts - to meet special planning needs for minor children, disabled family members and loved ones.

• Powers of Attorney - grants authority for someone to act on your behalf, especially if you are sick, disabled or become incapacitated.

• Living Wills - appoints health care power of attorney and provides direction to health care providers as to your wishes about life-sustaining treatment.

• Asset Protection - planning to protect your assets for loved ones.

• Tax Planning - structuring your assets and estate planning documents to save Federal Estate Taxes, Pa. Inheritance Taxes and Income Taxes