Tax Planning

When it comes to tax planning, our goal is to identify our clients’ tax-based objectives and to design efficient, cost-effective strategies for achieving them. We advise on thousands of transactions annually and we provide tax advice to clients in a variety of sectors, including technology, life science, energy, telecommunications and real estate, from small deals involving startups to multimillion-dollar mergers and acquisitions.  It helps that our firm has a broad practice in federal and state taxation, including individual income and estate tax planning, tax controversies, planning for tax-exempt entities, and transactional tax planning. Led by one of our founders, Derek Anderson, we have the expertise necessary to advise individuals, business and tax-exempt organizations in all types of tax-related financial decisions, as well as assisting clients in responding to the challenges of the current tax environment by emphasizing the development of creative, practical solutions to tax problems.