Planning Fort Worth, Texas Brown, PC Video Transcript
LAWRENCE BROWN: Many of my clients are founders and owners of privately held companies. And I sit where they sit. I’ve owned part of a technology company that experienced a liquidity event. With a number of partners, I founded and owned a registered investment advisory firm. In a boutique law practice, I sign paychecks and manage overhead. I deeply understand the challenges that my clients face and the planning needs that they have.
At Brown, PC, we do tax planning, trust estate and charitable planning, business succession planning and asset protection. Martindale-Hubbell lists me as a preeminent attorney in the areas of tax, trust and estate planning.
Additionally, so much of the planning process is federal tax law driven that a strong background in that area is absolutely indispensable. Many of the planning strategies are subject to challenge by the IRS in an audit that having an insider’s understanding of how the IRS operates is of incredible value to a client.