Tax Law Services

We are an experienced tax law firm serving clients nationwide.


Foreign Asset Planning

It is not unlawful to have foreign bank accounts. However, U.S. taxpayers must disclose the existence of such accounts, and report any income derived from them to the Internal Revenue Service.


Wills Trusts And Estate Planing

Our law firm provides highly-personalized, responsive service to estate planning clients as we counsel them at all the critical stages of their lives.


Estate Administration

The death of a loved one may be difficult enough to endure without having to worry about the ensuing estate matters.


Our Latest Blog Posts

Taxpayer Tips: Best Practices for U. S. Tax Court

Taxpayers contesting IRS assessments of additional taxes, penalties and interest have a number of different options to contest and appeal those assessments. One of those options includes bringing a case to the United States Tax Court (Tax Court). Here are some Tax Court practice tips for taxpayers: Know What Tax Court Is Congress created the Tax Court as an

New Court Case Limits the Reasonable cause exception to FBAR penalties

Taxpayers across the country rely on advice from their accountants and CPAs to meet the complicated requirements of the U.S. Tax Code. But a new case, Jarnagin v United States, in the U.S. Court of Federal Claims suggests that CPA advice may not be enough to stop the IRS from assessing FBAR penalties for non-willful reporting violations. Background: Who Must File FBAR

New IRS practice unit: “Substantial compliance” doctrine, international information return penalties

The IRS Large Business and International (LB&I) division last week publicly released a “practice unit” that addresses what the term "substantially complete" means with reference to international information return penalties, particularly Form 5471. The IRS recently released a new International Practice Unit (“IPU”) on failures to file form 5471.  IPUs are

U.S. Taxpayers at New Risk of Audit from OVDP Declines and Withdrawals Campaign

Last year, the US Treasury Inspector General for Tax Administration (TIGTA) released a report which assessed how well that IRS was managing the Offshore Voluntary Disclosure Program (OVDP). OVDP is one of the programs taxpayers may use to become compliant if they previously had failed to report offshore income on their tax returns and file Reports of Foreign Bank and Financial