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A Better Partnership

Tax Planning


Federal estate tax laws now place a greater focus on income tax planning in conjunction with estate tax planning. The decisions you make now can greatly affect how your assets are taxed later. We counsel individuals and businesses in all aspects of federal, state and local taxation, including estate, gift, generation-skipping and income (whether individual, entity or fiduciary-based) taxes, whether applicable to individuals, entities or fiduciaries. In addition, we represent clients in defending their tax positions under audit by the IRS and state agencies. Helping you prepare and plan today will ensure a better tomorrow for you and your loved ones.


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Photo of Daniel Borst
Daniel Borst
Photo of Sean Cook
Sean Cook
Photo of Gregory Demers
Gregory Demers
Photo of Carl Dufendach
Carl Dufendach
Photo of Mark Harder
Mark Harder
Photo of Frank Henke
Frank Henke
Photo of Laura Jeltema
Laura Jeltema
Photo of Karen Kayes
Karen Kayes
Photo of Jay Kennedy
Jay Kennedy
Photo of David Klippert
David Klippert
Photo of Erin Lasenby
Erin Lasenby
Photo of Nina Lucido
Nina Lucido
Photo of John Martin
John Martin
Photo of Susan Meyers
Susan Meyers
Photo of Laura Morris
Laura Morris
Photo of Sara Nicholson
Sara Nicholson
Photo of Beth O'Laughlin
Beth O'Laughlin
Photo of Jennifer Remondino
Jennifer Remondino
Photo of David Skidmore
David Skidmore
Photo of James Steffel
James Steffel

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