Tax Planning

With tax rules and economic cycles constantly in flux, tax planning is an important part of personal, family and business planning. Effective tax planning can be challenging, however, done properly it can significantly improve your financial position. Our attorneys regularly assist clients with these important areas:

Federal tax planning, including the estate tax, the gift tax, the generation-skipping transfer tax, and the fiduciary income tax
State estate tax rules and rates
Capital gains on appreciated assets and tax basis planning
Lifetime gift planning strategies
Charitable giving
Life insurance planning
Planning for families with multinational connections
Compensation, stock option, and employment agreements
Inheritances and overall financial impact to a beneficiary

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