Business Tax Planning

• Structured companies and advised business entities

• Served non-profits and tax-exempt organizations

• Advised on contracts

• Planned for tax consequences of the acquisition and disposition of a business

Estate Planning

• Served a range of clients, including high net worth individuals by structuring their wills, trusts, powers of attorney, advance medical directives, and life insurance trusts

• Assisted with gifting programs, including limited liability companies, life insurance trusts, charitable gift planning, family succession, and consideration of liability limitations

• Administered and probated estates

Real Estate

• Served commercial and investment real estate buyers and sellers of apartment complexes, hotels, shopping centers, and farms

• Advised on leases and contracts

• IRS Section 1031 Exchanges:

  • Assisted hundreds of investment property owners throughout Virginia with the intricacies of deferring federal and state capital gains taxes on the sale of real property held for investment or used for business purposes

  • Assisted with the like-kind exchange of rental property, apartments, industrial property, office buildings, farms, and unimproved land held for investment