Preventing tax problems for your family before they begin.
Tax Representation
Crafting the best strategy
Our attorneys know how to create a plan that has a reliable and formidable structure which will limit unnecessary costs and prevent future problems with federal, state, and local tax law. We always consider possible taxation issues when building your estate plan so your family doesn’t have to deal with them.
Tax expertise at every level
We prepare and file federal and New York State estate tax returns for families. Our returns are drafted to maximize tax savings and minimize audit risks inherent in most estates with complex assets today.
Reliable results from years of experience
We will guide you through the process of safeguarding your estate while making sure all of the legal requirements have been carefully considered. When we create a plan for your estate, we draw upon years of experience in properly navigating the complex and often fraught estate tax landscape.
Defense against audits
Should your family face an audit, our firm can guide you through the examination process and help secure a positive outcome in a estate tax dispute. We are also admitted to the United States Tax Court, and have successfully appealed audits all the way there.