Services

Federal & State Tax Planning

We facilitate both federal and state tax planning for individuals and ongoing and prospective U.S. businesses.

Business Planning

We assist in designing customized business structures to accommodate their tax & business goals.

Succession Planning

Our dual specialization in business and estate planning allows us to provide the best succession planning advice.

Estate Planning & Probate

We prepare specially tailored wills, trusts and disability documents and provide probate assistance.

Trust & Estate Administration & Dispute Resolution

When executors or trustees and their beneficiaries can disagree, we can facilitate a non-judicial resolution.

International Income Tax Planning

We provide income tax planning for clients engaged international transactions and business operations and individuals residing abroad.

International Business Planning

Our attorneys assist both U.S. and non-U.S. clients to structure their multinational companies.

Offshore Tax Compliance

We assist clients with identifying reporting requirements and bringing unreported structures into compliance.

IRS Transfer Tax Audits

Steven Tackett was an IRS Estate Tax Attorney and has over 40 years’ experience.

Family Office Support

We offer legal, bookkeeping, and accounting support for small and large family offices

Ross Tax Advisors

We have a strategic alliance with an accounting firm that specializes in international taxation

Milne Legal

We have a strategic alliance with a Swiss law firm that specializes in U.S. tax planning and investment advisory services.

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