Tax Principal

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Description

Key

Responsibilities

Tax Planning & Advisory Leadership Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.

Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and wealth transfer solutions.

Provide strategic tax advice to high-net-worth families and multi-generational family enterprises.

Collaborate with lawyers, investment a…

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