We facilitate both federal and state tax planning for individuals and ongoing and prospective U.S. businesses.
We assist in designing customized business structures to accommodate their tax & business goals.
Our dual specialization in business and estate planning allows us to provide the best succession planning advice.
We prepare specially tailored wills, trusts and disability documents and provide probate assistance.
When executors or trustees and their beneficiaries can disagree, we can facilitate a non-judicial resolution.
Steven Tackett was an IRS Estate Tax Attorney and has over 40 years’ experience.
We offer legal, bookkeeping, and accounting support for small and large family offices
We have a strategic alliance with an accounting firm that specializes in international taxation