Domestic Tax Planning

At Packman, Neuwahl & Rosenberg, we represent high-net-worth individuals and families and their closely held and family businesses so that they can understand the options when it comes to U.S. tax planning for the future, such as protecting wealth to pass it to future generations or charities, and for today, such as growing or selling a business, evaluating different structures to own property, or just general U.S. tax planning.

Our team at Packman, Neuwahl & Rosenberg understands that U.S. tax and wealth planning is personal in nature and that each client deserves personalized service.   Our goal is to provide U.S. tax advice that is not only efficient and adds value, but that also provides our clients with comfort.  Our team at Packman, Neuwahl & Rosenberg provides U.S. tax advice and legal counsel on:

  • Estate and trust planning and administration
  • Asset protection
  • Business continuation and succession planning
  • Charitable and tax-exempt organizations
  • Estate, generation skipping, gift and income tax planning
  • Marital tax planning
  • Compensation tax issues

To complement the above services, we also provide advice with the respect to the formation, operation and dissolution of corporations and trusts, limited liability companies, limited partnerships, limited liability partnerships and not-for-profit corporations.