Not-For-Profit / Tax Exempt

We represent not-for-profit organizations in all aspects of their operations and management. The legal needs of our clients cover the spectrum of the firm’s practice areas and as a result, attorneys in various practice areas of the firm have experience advising not-for-profit organizations. Our work on behalf of not-for-profit organizations includes compliance with federal and Read More »

Tax Planning

One of the major legal responsibilities of a trustee is to timely file fiduciary income tax returns and correctly pay the state or federal income taxes for the trust. Our attorneys and paralegals have expertise in advising trustees concerning their income tax filing obligations and in the preparation and filing of fiduciary income tax returns. Read More »

Fiduciary Income Tax Preparation

One of the major legal responsibilities of a trustee is to timely file fiduciary income tax returns and correctly pay the state or federal income taxes for the trust. Our attorneys and paralegals have expertise in advising trustees concerning their income tax filing obligations and in the preparation and filing of fiduciary income tax returns. Read More »

David A. Holstein

“My clients expect that I will devote whatever time and effort it takes to answer a pressing question or move an important project forward.” Individuals seeking to preserve their wealth, pass down a family business, or maximize the value of their companies need intelligent planning that reflects in-depth knowledge of business, tax  and estate law—and Read More »

Trusts and Estates

The services of our Trusts and Estates Practice Group include: estate planning tax planning business succession planning financial and retirement planning estate and trust administration estate planning for families with special needs elder law Medicaid planning estate and trust litigation charitable gift planning, and representation of tax-exempt and charitable organizations. Our Trusts and Estate Planning Read More »

Casey A. Johnson

Casey Johnson divides his time providing legal counsel in dual citizenship matters, as counsel to clients in the Brownfield Tax Credit Program, and advising in Title IX matters. Casey is a natural problem solver and clients depend on this expertise to unravel complex legal situations to find a satisfactory solution. Casey thrives on diverse legal Read More »

What to do When Facing a Tax Problem

When a tax problem arises it is not uncommon to become overwhelmed and sometimes even paralyzed by the situation.  No doubt, much of the anxiety is due to the uncertainty of whether the problem can be solved and how to go about doing so.  Over the past few years there has been a proliferation of Read More »