Expertise

Expertise

Our expertise encompasses the following areas of practice:

ESTATE PLANNING

Drafting of estate documents including wills, trusts, financial power of attorneys and family partnerships. Preparation of advanced directives including medical power of attorneys, and living wills. Implementation of estate plan, including charitable giving and annual family gift giving.

BUSINESS START-UP AND SUCCESSION PLANNING

Assistance with choice of entity; drafting of business documents including corporate and partnership operating agreements and buy/sell agreements; financial due diligence and legal assistance with sale and/or purchase of a business.

TAX COMPLIANCE AND TAX PLANNING SERVICES

Preparation of individual and business federal and state income tax returns and preparation of quarterly estimates; preparation of trust, gift tax, and estate tax returns; tax planning to minimize federal and state income taxes and gift and estate taxes.

TAX CONTROVERSY SERVICES

Whether it is your business or individual tax matter, we cover the full spectrum of tax issues providing IRS, State and Local tax controversy representation when necessary. Our understanding of how the government views tax compliance creates an advantage for clients and the dispute resolutions we achieve for them. Our team analyzes each unique situation and develops pivotal responses based on our broad experience.

Our experience covers the following areas:

  • Complex Tax Research
  • Federal Tax Controversy
  • State and Local Tax Controversy
  • Estate, Gift and Fiduciary Tax Disputes
  • General Tax Litigation
  • Divorce Tax Litigation
  • Monthly Installment Agreement Plans
  • Offers in Compromises
  • Abatement of Penalties
  • Audit and Examination Representation
  • Trust Fund Recovery Penalty Representation

TAX MINIMIZATION ON SETTLEMENT AWARDS

Advise clients, as well as other attorneys and accountants, on the potential taxability of a settlement award.  Assist during the litigation to insure that the correct language and characterization of damages are ultimately agreed upon in order to minimize income tax.

PROBATE AND ESTATE ADMINISTRATION

Assistance with the probate and estate administration process. Includes filing individual, estate, and trust tax returns, probating the estate with the probate court, locating and inventorying assets and liabilities, transferring assets to trusts and beneficiaries, inheritance disputes and contested wills, duty of fiduciary issues involving trustees, creditor notification and creditor disputes.

IRS REPRESENTATION

Representation before the IRS on any tax matter, no matter who prepared your return. As tax counselors, we will represent you, for your benefit, during an IRS or state income tax audit.

The Cohen Law Firm, P.C.
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