ERISA Prohibited Transaction Analysis

Mar 31, 2016

OUTCOME: Suggested correction method to avoid excise tax.

Guided client through the process of correcting an ongoing prohibited transaction with an amount in controversy over $100,000. Correction methods evaluated included VFCP and an individual exemption.

Merger of Commodities Companies

Dec 31, 2015

OUTCOME: Successful merger

Assisted in the merger of two commodities companies with assets in excess of $50 million.

Estate Tax Elimination

Nov 30, 2015

OUTCOME: Eliminated anticipated estate tax liability.

Assisting in the estate plan of an individual with a net worth of over $11 million, utilizing gifting strategies and an irrevocable life insurance trust to accomplish the client's estate planning goals ... while eliminating potential estate tax liability.

IRS Offer in Compromise

N/A

OUTCOME: Eliminated $1.1M of Income Tax Liability