What we claim — and what we don't.

The formal disclosures governing this website and the practice behind it, stated plainly. They are separate from any engagement letter you may sign as a client — that document governs matters of professional service.

Scope of services

Our firm is not a financial advisory firm and we do not provide investment advisory services or advice. We provide strategic tax optimization and financial optimization and tax advisory, compliance, and transactional advisory and representation services to High Net Worth Clients, Firms and professional advisors for their clients in a highly specialized area.

Tax advice on this website

Any tax advice contained on this website (including any blogs, articles, or resources) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Enrollment as an Enrolled Agent does not imply an endorsement by the IRS.

Written communications

Any written transmission on this website that contains limited financial, accounting or tax advice, as well any attachments thereto, is not intended to be, nor should be used or relied upon, as a substitute for a formal opinion or a detailed analysis of any such financial, accounting, or tax issue, and is not a sufficient basis to avoid tax-related penalties.

Formal opinions & engagement

If a formal written opinion or detailed analysis is required, we can provide such financial, accounting or tax written advice based upon in-depth research or review. A written engagement letter may be required to detail the scope and terms of any such engagement. Nothing on this website is intended to be legal, financial, or investment advice and you should not nor may not rely on this site or its contents as a substitute for professional advice and or an opinion related to your specific needs.