Track record
Business and tax advice
Principal business and tax advisor for three generations of a family owned commercial real estate construction and owner firm with a business park and other real estate properties in Connecticut.
Tax and estate planning advice
Tax and estate planning advisor for two generations of a family owning substantial properties on Madison Avenue in New York.
Estate taxes
Through planning with these families, the estate taxes on the death of the senior generation have been substantially reduced without loss of control by the family or forced sale of assets to satisfy death taxes.