Analysis and strategic advice relating to high-value real estate inherited via. ownership of S Corporation shares.  Implications of sale of underlying property and distribution of assets on built-in gains and outside capital losses, intra-year netting and carry forward/carry back strategies, historical analysis of inside basis adjustments from date of death forward and implementation of dissolution mechanics to ensure recapture without tax slippage.

Working with minor clients on obtaining an accounting over trust assets held by an adversarial party unwilling to provide information.  Research on NY law, procedure and practical negotiations to obtain not only value of account, but specific investment portfolio and fee information.