One of the core functions of JVL Tax Law is to support other advisers in the more challenging and complex tax aspects of corporate and financial transactions. I can also provide support in situations where multiple parties to a transaction require separate counsel. For example, if you are a member of a large law firm in a complex M&A transaction, you may be seeking separate tax counsel for a founder, owner or employee of your client.
If you are a financial adviser, accountant, lawyer, CPA, insurance agent or other professional and you have a client with a challenging or unfamiliar tax issue in any of the areas I serve, contact me to discuss if I have the experience you are seeking.
One of the unfortunate side effects of increased specialization is the fragmentation of services. If you have seeking a solution to consulting and coordinating multiple service providers, I can help coordinate and implement advice by:
- Ensuring your accountant or CPA understands the tax treatment of a transaction or payment and reports it accurately on your tax return.
- Coordinating with your financial advisor, insurance agent, trusts and estates attorney to implement tax-efficient strategies.
- Creating efficient and reliable processes for tax compliance.