Legal Services of Carmel & Naccasha

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Tax Planning

Our tax attorneys provide comprehensive tax planning, representing both individuals and all types of businesses, to help clients reduce income tax liabilities.  After gaining an understanding of a client’s unique situation and objectives, we provide counsel on available planning options in a way that empowers our clients to make informed decisions including:

  • The formation, organization and incorporation of partner, member and shareholder transactions;
  • Dissolution and liquidation of an entity; and
  • Estate, trust and generation skipping tax planning.

*Note, at this time we are not taking tax controversy (audit or tax court) cases. We do have referral partners that do this work and would be happy to connect you.