Estate and Gift Tax

We assist taxpayers and their other advisors in evaluating litigation risk when preparing a return, navigating estate and gift tax audits, advocating in IRS Appeals, and litigating both in Tax Court and in the refund litigation forums.  We understand complex valuation issues, how to work effectively with valuation experts, and how to present valuation evidence at trial.  We work hand in hand with trust and estate counsel to ensure that we make the most effective legal and factual arguments to support the taxpayer’s position.