“I offer more than 35 years of practical, effective and creative advice, judgment, experience and insight.”
For more than three decades, Jeff has been providing tax and business law counsel to an impressive list of clients. From helping business owners minimize estate tax consequences to successfully defending clients in federal and state tax investigations, Jeff has seen just about everything. Jeff believes in a comprehensive approach, consulting with CPAs, insurance experts and financial advisors, to develop reliable strategies for his clients. Whether his clients are putting together their first estate plan, or planning a merger worth hundreds of millions of dollars, Jeff’s extensive experience and expertise lead to sound counsel and beneficial solutions.
Case Studies / Success Story:
Jeff represented a high-level insurance executive being aggressively audited by the IRS for tax deficiencies and interest that amounted to a substantial sum of money. He needed to protect the client from an indictment, while at the same time negotiating a settlement that minimized his liability exposure. It was a difficult proposition since the IRS and the client were on two very different ends of the spectrum on the proposed liabilities. Jeff led with a bold strategy, directly engaging with the revenue agent in discussions about the audit, while also proposing a substantial concession in the client’s capital gains adjustment that was in question. The move met with favorable reaction from the IRS, and the settlement negotiations began in earnest. Within two months, the IRS dropped all civil fraud penalties, the client’s tax liabilities were cut in half and his career was unaffected by the audit.
“My clients demand prompt, sound and effective legal and alternative tax planning ideas. I’m happy to give it.”