Most of our business involves assisting individuals sort through stock option related issues - primarily outstanding tax burdens incurred for "phantom gains" on options.  However, we also offer other services to individuals.
 

• Planning for Liquidity & Business Succession: Use of family limited liability companies, buy/sell agreements, split dollar agreements and other strategy necessary to protect family business assets and interests, including the use of insurance.
• Individual Tax Planning: Strategies involved in minimizing federal and state individual and estate income tax as well as residence issues, and structuring compensation and insurance.
• Individual, Fiduciary & Gift Federal and State Tax Return Preparation: Preparation of various income tax returns focusing on complex legal/tax issues like the exercise of stock options, etc.
• Estate Planning: Alternative methods of achieving personal goals while minimizing the impact of transfer taxes, probate and administrative costs.
• Estate and Trust Administration: Assisting fiduciaries with the administration and distribution of estate and/or trust assets including the preparation of IRS Tax Returns - Forms 706 and 1041.
• Employment Law - Executive Compensation, Stock Options: Representing the employee's side of incentive, non-qualified stock option and other equity compensation plans, worker classification and other employment tax issues.