Practice Areas

Business Advisory Services

• Fractional CFO Services;
• ISO 9001 Consulting and Auditing;
• EU REACH, CA Prop 65, and RoHS Consulting;
• Products Liability Compliance and Planning;
• Incorporation & Organization of LLCs, S Corporations, C Corporations, Professional Corporations, LPs, FLPs, Captive Insurance Companies, and Joint Ventures;
• Dissolutions and Winding Up of Businesses;
• Business Taxation Planning, Compliance, and Dispute Services;
• Sales and Redemptions of Stock and Other Business Ownership Interests AND Acquisitions and Dispositions of Business Assets ("Light M&A");
• Commercial Lease Agreements;
• Long-Term Manufacturing and Supply Agreements and Other Customer and Vendor Contracts;
• ​Loans, Lines of Credit, and Secured UCC Transactions;
• Breach of Contract / Collections Actions;
• Shareholders' Agreements (including Buy-Sells);
• Employment Agreements and Employer Handbooks (including consulting on ERISA, FLSA, and FMLA issues) ("Light Employment");
• Consulting Agreements;
• Licenses and Grants of Intellectual Property Rights; Royalty Agreements; Trade Secret Protection Planning; Non-Compete Agreements; and Non-Disclosure Agreements ("Light IP");
• ​Business Succession Planning; and
• Corporate Governance Consulting.

Tax Planning & Dispute Resolution Services

• Tax Planning for Closely Held Businesses (including choice of entity between S corps, C corps, Professional Corporations, LLCs, LPs, and FLPs; choice of jurisdiction; and structuring owner compensation);
• Opportunity Zone Tax Planning;
• Taxation of Captive Insurance Companies;
• Taxation of IRC 1202 Qualfied Small Business ("QSB") Stock;
• IRS Office of Chief Counsel Appeals;
• U.S. Tax Court Litigation;
• Business Installment Agreements;
• Business Offers in Compromise; and
• ​Penalty Abatement​.

Estate & Business Succession Planning Services

• Complex Wills (including Powers of Attorney and Health Care Directives);
• Trusts (including ILITs, DAPTs, Dynasty Trusts, Irrevocable Spendthrift Trusts, and SNTs) and FLPs;
• Valuation Discounts and Crummey Letter Planning;
• Small Business Succession Planning; and
• Probate & Probate Litigation Involving Unlawful Conversion and Breach of Fiduciary Duty.

Asset Protection Services

• Bankruptcy Exempt Asset Protection Planning;
• Pre-nuptial Agreements Involving Business Interests;
• Property Settlements of Business Interests Incident to Divorce;
• Trusts and FLPs; and
• Structured Transactions.