Sentences with phrase «advises on tax planning»

A veteran tax lawyer with four decades of experience representing individuals, partnerships, and corporations, Ira Stechel advises on tax planning, tax controversy, and employee benefits.

The team at Linder Myers is adept at handling the full array of trusts and estates work and regularly advises on tax planning and estate matters for farmers and landowners, in addition to handling issues affecting the elderly.

Andrew Cusworth is experienced in advising on tax planning, wills and trusts.

Not exact matches

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

I might trust her to babysit my kids, but I wouldn't trust her to advise me on my corporate tax planning.

As a practical matter, this amounts to advising clients on how everything from mortgages, estate planning, life insurance and even tax preparation fit into the broad picture of their financial lives.

So I would generally advise someone like you, Bob, to develop a long - term retirement plan that helps identify the best way to fund your retirement from a tax perspective for the rest of your life, at least based on conservative assumptions.

Formerly a senior Tax Litigator with the Federal Department of Justice acting on behalf of the Canada Revenue Agency (CRA) for almost 10 years, Jeff has advised the Aggressive Tax Planning Division of CRA involving some of the most significant tax matters in the Prairie regiTax Litigator with the Federal Department of Justice acting on behalf of the Canada Revenue Agency (CRA) for almost 10 years, Jeff has advised the Aggressive Tax Planning Division of CRA involving some of the most significant tax matters in the Prairie regiTax Planning Division of CRA involving some of the most significant tax matters in the Prairie regitax matters in the Prairie region.

The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.

Her work includes advising on tax, probate and estate planning via Wills and Trusts; the administration of estates, Court of Protection matters, including Deputyships, Lasting Powers of Attorney and Enduring Powers of Attorney (upto 2007).

He advises clients on federal and state tax issues, including business formations, equity compensation, mergers and acquisitions, debt and equity offerings, tax accounting, and other tax planning matters.

Robert routinely advises clients on tax issues in connection with business planning and has represented clients before the IRS and the United States Tax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax issues in connection with business planning and has represented clients before the IRS and the United States Tax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productiviTax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax disputes and their impact on business operations and productivity.

We advise clients on estate planning, estate and trust administration and related tax matters, and handle will contests and other types of probate litigation.

«Camilla Wallace's private wealth practice includes estate and tax planning for UK individuals, and she also advises clients with assets in multiple jurisdictions on wealth - structuring matters.

It advises on high - value estate administration and tax planning matters, as well as a variety of trust work including trust administration, insolvency and restructuring matters.

With a broad range of skill sets, we focus on four major disciplines: advising on transactions; day - to - day counseling on substantive and tax planning and compliance issues; resolving disputes with taxing authorities and in court; and helping clients obtain private or public guidance from the Internal Revenue Service (IRS) and the US Department of the Treasury.

Christina Mesires Fournaris advises clients on estate, tax, and generational wealth planning.

Nicole acts for many high net worth individuals and her work includes advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.

Her practice includes advising clients on trusts, tax planning, philanthropic and charitable giving, and estate planning.

Our tax lawyers advise clients on transactional tax planning matters on a global basis.

Drawing on expertise from across the firm, we can advise single family offices and multi-family offices on a wide range of legal services including tax planning, estate planning, wealth structuring, asset protection and disputes.

Tax and estate planning, including advising on wills, powers of attorney and planning using trusts (whether new or existing) and alternative vehicles such as companies or partnerships.

Edmund brings with him 29 years of legal experience, advising multinational organisations on cross-border tax planning, transfer pricing and tax disputes.

International Estate Planning: advise on U.S. and cross-border estate planning for U.S. nationals living abroad and foreign nationals with U.S. family members, including income and transfer tax planning with foreign trusts, foreign investments in U.S. real estate and compliance with U.S. international taPlanning: advise on U.S. and cross-border estate planning for U.S. nationals living abroad and foreign nationals with U.S. family members, including income and transfer tax planning with foreign trusts, foreign investments in U.S. real estate and compliance with U.S. international taplanning for U.S. nationals living abroad and foreign nationals with U.S. family members, including income and transfer tax planning with foreign trusts, foreign investments in U.S. real estate and compliance with U.S. international taplanning with foreign trusts, foreign investments in U.S. real estate and compliance with U.S. international tax rules.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

She specialises in advising clients on the design, implementation and compliance of UK and global employee incentive arrangements including long term incentive plans, all - employee share plans, HMRC tax - advantaged plans, management incentive plans and growth share and joint ownership plans.

Estate planning is a complex area of the law, with regulations and directives that are changing from year to year, and at all times, lawyers need to be ready to advise on all the latest legal updates, and be highly aware of the most efficient ways to minimize taxes and expenses surrounding the transfer of estate and assets.

Lucy's practice is devoted to estate and trust planning and administration matters and, as such, she advises Canadian and international clients on a wide range of estate, trust and tax matters.

Judy Keppelman practiced in the areas of estate planning and probate, including advising on the reduction of transfer taxes and on postmortem tax planning.

He brings decades of finance, structuring and corporate experience to Therium as he spent his entire career advising clients on mergers and acquisitions, venture capital financing, tax planning and compliance, and has represented dozens of start - up and development - stage companies.

Our Private Client team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigation.

Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.

Our tax attorneys regularly advise clients on tax matters affecting business entities, including formation and capitalization, operations, governance, succession planning, recapitalizations and restructurings, debt financing, and liquidations and dissolutions.

Hyowon Lee advises domestic and international corporations on a variety of cross-border tax issues involving tax planning, debt financings, stock and asset acquisitions, and corporate restructurings.

He advises UK and international clients on tax, trusts, estate planning, succession... Read More

Estate planning is a complex area of the law, with regulations and directives that are changing from year to year, and at all times, lawyers need to be ready to advise on all the latest legal updates, and be highly aware of the most efficient ways to minimize taxes and expenses surrounding the...

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

Unlike many law firms, our team includes private client, personal tax and property estate experts which means we can advise quickly and comprehensively on estate planning issues.

In the UK, Victoria trained and practiced with the Private Client team at Gordons, an award winning UK Commercial law firm, for over five years and specialized in advising clients on succession planning and inheritance tax issues, often involving multi-jurisdictional matters.

In addition to tax planning, he represents clients in tax controversy and litigation matters, and advises on employment tax withholding, resident status and other state tax issues for clients with mobile, global workforces.

He undertakes all aspects of private client work and advises a broad range of domestic and international clients on their succession and tax planning affairs.

Marina also advises on Inheritance (Provisions for Family and Dependants) Act 1975 claims, general trust administration, will drafting and onshore estate and tax planning for individuals.

This involved advising on the restructuring of their multi-national business interests to segregate their shareholdings in foreign business and real estate for tax and dynastic planning purposes.

Advising business owners on maximising the availability of entrepreneurs» relief for capital gains tax and business property relief for inheritance tax; dovetailing the personal and business succession planning including advising on business protection strategies often involving the use of life assurance andAdvising business owners on maximising the availability of entrepreneurs» relief for capital gains tax and business property relief for inheritance tax; dovetailing the personal and business succession planning including advising on business protection strategies often involving the use of life assurance andadvising on business protection strategies often involving the use of life assurance and trusts.

He advises clients on tax planning and implementing the corporate and commercial aspects of such planning.

His practice focuses on planning for and administering wealth transfer for individuals and families as well as advising family foundations and other nonprofit organizations on tax and governance issues.

Anika regularly advises both public and private companies on the company law, tax law, securities law, employment law and regulatory law aspects of implementing and operating share plans both in the UK and globally.

The team advises existing partnerships on their tax position as well as clients seeking to use partnership structures for specific tax planning reasons.