• Practice Areas
• Overview

The Firm represents a wide variety of clients, including a number of local professionals and businesses, on matters related to federal taxation and ERISA issues. The Firm has an active ERISA practice and have developed benefit and estate plans for many clients. Representative transactions include:

• Represented a major local manufacturer on all of its benefits matters
• Tax and estate planning on sale of a large automobile dealership by founding family
• Tax and estate planning for family acquiring a large automobile dealership
• Tax and estate planning for sale of multimillion manufacturing company
• Asset protection planning including overseas trusts and other vehicles