ADVANCED Tax strategy and estate/SUCCESSION planning
Guided by Erich's advanced training, with an LL.M. from NYU, our Advanced Tax Strategy services are tailored to assist high-net-worth individuals and businesses in navigating tax law with confidence. We offer practical tax planning paired with solid compliance advice, aimed at protecting your assets and improving your financial health. Our team is adept at not only interpreting the law but also identifying potential impacts of regulatory changes on your portfolio.
For clients seeking to preserve their achievements and ensure their legacy, we offer customized Estate and Succession Planning services with thoughtful tax considerations. We aim to manage your tax obligations effectively while securing the future you envision for your wealth, your future and your family.
Our comprehensive services include:
- Estate and Gift Tax Planning
- Non-Profit Tax Guidance
- Tax Efficiency Consulting
- Investment Tax Implications Analysis
- Business Succession Tax Planning
- Tax Aspects of Mergers and Acquisitions
