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

9 Ways New Tax Law Could Affect Clients’ Estate Plans

ThinkAdvisor | January 09, 2018

ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.

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