Jeff represents corporations, partnerships, LLCs, trusts, and individuals in tax planning, compliance, and controversy matters across a wide variety of taxation regimes, including:
- Federal income tax
- State income, franchise, and gross receipts taxes
- Property tax
- Real estate transfer tax
- Sales and use tax
- International tax
Before founding his own firm Jeff spent several years in the tax department of global law firm Pillsbury Winthrop where he assisted companies and individuals in a wide array of tax representations.
If you are a business, contact Jeff if you need help with:
- Understanding your tax withholding and tax return filing obligations (federal, state, or local)
- Organizing your business structure and operations to reduce your tax liabilities
- Establishing a retirement plan for you or your employees, such as a 401(k), IRA, defined benefit plan, etc
- Merging or acquiring another business in the most tax efficient way while meeting non-tax objectives
- Qualifying for special tax deductions and/or credits
- Representation in a tax audit
- Understanding tax and estate planning implications and strategies for business owners
If you are about to form a business, contact Jeff if you need help with:
- Choosing the right entity (corporation, S corporation, LLC, multiple entity structure, etc.)
- Negotiating and drafting formation agreements and documents
- Drafting employee and contractor agreements
- Obtaining the proper business licenses
- Negotiating and drafting agreements with 3rd parties (licenses, vendor relationship agreements, etc)
- Understanding your tax withholding and tax return filing obligations (federal, state, or local)
- Establishing a retirement plan for you or your employees
If you are an individual, contact Jeff if you need help with:
- Understanding your tax return filing and payment obligations
- Calculating your paycheck withholding to minimize the amount withheld while avoiding under-withholding penalties
- Arranging your financial affairs in a way that reduces your tax liabilities
- Managing your investment portfolio in a way that reduces your tax liabilities
- Understanding which investments should be held in which accounts
- Preparing for the sale of significant business, investment, or real estate assets
- Tax-efficient estate planning
- Understanding the tax ramifications of inherited assets
- Ensuring your IRA does not need to file a tax return and pay “UBTI” tax
- Representation in a tax audit
If you are a non-profit, contact Jeff if you need help with:
- Obtaining a federal 501(c)(3) or other tax exemption
- Understanding your tax return filing and payment obligations
- Conducting your activities in a way that preserves your tax exemption
- Understanding “UBTI”
- Establishing a retirement plan for your employees
If you are a trader, contact Jeff if you need help with:
- Understanding how your trading activities are taxed
- Determining whether you are an investor, dealer, or trader
- Understanding which expenses are deductible
- Understanding the “mark-to-market” election and whether it would be beneficial for you
