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YOUR TAX NAVIGATOR...
Personalized and comprehensive U.S. tax advice and solutions
Tax planning and compliance for individuals, trusts, and closely-held businesses
Trust and succession tax planning to preserve, protect and grow wealth
Specialized advice for asset protection, cross-border, and international tax matters
About
We provide personalized and comprehensive U.S. tax advice and solutions to individuals, families, and their associated business activities. These services typically include helping clients navigate complex tax planning, compliance, and succession planning. With an open architecture, we can collaborate with financial and legal advisors to identify your unique tax challenges and opportunities, develop tailored tax strategies, and assist with the implementation and ongoing tax and reporting obligations.
From the opinions of Judge Learned Hand
“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."
Helvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934), aff’d, 293 U.S. 465 (1935)
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"Over and over again courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant."
Commissioner v. Newman, 159 F.2d 848, 851 (2d Cir. 1947)(dissenting opinion)
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