Ever-changing federal and SALT (state and local) tax codes cause confusion and the risk of squandered assets. We stay up-to-date on the latest changes, leverage our decades of insight and experience, and devise the strategies you need to navigate the web of overlapping tax laws locally and across the United States.

• Business Entity Structure
• Asset Protection
• Owner Compensation Issues
• Employee Compensation Issues
• Retirement Plan Tax Advisory and Consulting
• PA Inheritance Tax Advisory and Planning
• Amended Tax Filings
• Nexus Analysis
• Gifting Tax Compliance
• Estate Administration and Compliance
• Integration of Estate and Gift Tax Planning and Investment Strategies