Income Tax Planning & Preparation



Our unique multi-disciplinary tax planning team develops and implements cutting-edge strategies to minimize tax burdens and facilitate reporting to the IRS and state tax authorities.

Our approach

Individual taxpayers, trustees, executors and managing partners of family partner- ships all seek our counsel to implement strategies that reduce tax liabilities and conserve cash flow.

Our team comprises attorneys, Certified Public Accountants, Enrolled Agents and Certified Financial Planners® who are adept at representing taxpayers in front of taxing authorities and resolving controversies efficiently.

We prepare federal, state and local income tax returns; respond to audits and other inquiries from taxing agencies; and help clients maintain detailed tax records for assets such as real estate and marketable security investments.

Constantly monitoring new developments, laws, rulings and cases, on both a federal and state level, we design and implement plans that incorporate optimal tax-minimizing strategies.

Being able to analyze factual situations and develop multi-year tax projections is critical for comprehensive tax planning. We understand, utilize and exploit the critical differences between the income tax and estate tax regimes.

We work with:

  • Corporate executives
  • High-net-worth individuals
  • Retired executives
  • Business owners
  • Trusts and estates
  • Family partnerships
  • Expatriates
  • Resident and non-resident aliens

Trump’s tax overhaul could make history, but can it work?

The Boston Globe | November 13, 2016

This piece focuses on a prospect of a tax overhaul in a Trump administration. Boston private clients partner Sarah Connolly comments on how the political climate (now a Republican Senate, Republican House, and Executive Office) is well positioned to repeal the estate tax given the Congressional majority is Republican.

Trumps changes to the tax codes may encourage dynastic wealth

The New York Times | November 12, 2016

This article discusses President-elect Trump’s tax code proposals and how he plans to repeal the estate tax. Boston Private Clients partner Sarah Connolly is quoted discussing how changes to the estate tax likely won’t impact Trump’s supporter base.

Business owners try to plan as extenders package sits

Rochester Business Journal | November 27, 2015

Rochester Private Clients associate Sarah Brownlow is quoted in this article on tax extenders which appeared in the Rochester Business Journal’s Guide to Taxes and Financial Planning.

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