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June 26, 2018


Tax Planning

Advised Corporate Executives Regarding Tax Efficient Compensation Packages And Tax Efficient Exercise Of Options

:We have helped executive level employees at public and privately held companies obtain the most tax efficient compensation packages possible and exercise options in the most tax efficient manner possible.

Advised Technology Company Founders On Most Tax Efficient Way To Structure An Acquisition:

We were hired by the founders of a technology company to advise them on tax efficient ways to structure an acquisition of their company. We outlined a structure for the transaction that allowed the founders to pay only capital gains (and not ordinary income tax) on their proceeds from the sale.

Advised A Number Of High Net-Worth Individuals Regarding U.S. Compliant Offshore Planning Strategies:

We have advised a number of high net worth clients on the design and maintenance of offshore business entity and trust strategies, which provide preferential tax treatment and asset protection as well as maintain strict compliance with the Internal Revenue Code and United States Department of Treasury Regulations.

Advised A Number Of High Net Worth Individuals Regarding The Use Of Private Placement Life Insurance To Grow Assets In A Tax Free/Tax Deferred Manner And Protect Assets From Creditors:

Private Placement Life Insurance (PPLI) is a variable life insurance product, highly customized to meet the specific needs of the individual high net worth client, and offered on a private placement basis. The product combines the preferential tax treatment and asset protection features of an insurance product with sophisticated investment vehicles such as hedge funds. We have advised a number of high net worth clients regarding the use of PPLI.

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