tax planning

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