We advise on individual tax planning issues, including the sales of principal residences, management of “passive” losses, capital gain vs. ordinary income issues, and deferred compensation arrangements. 

Our Taxation Group collaborates closely and effectively with our Estate Planning Group to structure and execute our clients’ wealth preservation and transfer strategies.  We create family partnerships and restructure corporations and LLCs to provide for the tax-efficient transfer of assets and businesses to younger generations.  We also advise on charitable giving programs and offer continuing counsel on organizing and running family private foundations.

For more information, please contact C. Bruce Levine.