Brian assists families and closely-held business owners plan around a variety of legal issues. He helps entrepreneurial families design their legacy through planning for the tax efficient transfer of their businesses, real estate, and liquid wealth. His services often include tax and estate planning and administration. He also represents closely-held businesses from start-up through successful exit. His business advisory services include entity selection and formation, contract review and drafting, governance and compliance issues, tax, succession, and exit planning. Brian firmly believes clients are best served through a collaborative team of advisors, and he enjoys working with client advisors across numerous disciplines, including tax, accounting, valuation, insurance, financial advisory, and investment banking.
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Important Information about the 2017 Tax Cuts & Jobs Act
February 27, 2018
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