Experience Category: Tax Planning

Return Preparation

Individuals, Partnerships, S-Corporations, Estates & Trusts. Federal, State & Local. Structuring potential monetization transactions for a stranded short-term capital loss (individual taxpayer) including practical advice on implementation and counter-party pricing for viability analysis.

Bitcoin tax advice

Advice on tax implications of Bitcoin receipt in capital raise and usage of same in small business context.

US-German income tax treaty

Analysis of US-German income tax treaty, estate tax treaty and totalization agreement (Social Security tax treaty) for cross-citizenship couple with dual tax residency involving cross-border trusts, beneficiaries and generation-skipping transfer tax.
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