Prepared Personal Finance Statement for High Net Worth Individual
N/AOUTCOME: Favorable for Client
Prepared personal finance statement for an individual worth over $100 million.
Jared Bishop's Legal Cases (5)
Boston, MA
Lawyer at Boston, MA
Successfully Defended a Foreign Individual
N/AOUTCOME: Favorable for Client
Successfully defended a foreign individual during a New York state income tax audit, resulting in a tax refund of over $170,000.
Prepared Gift Tax Returns for High Net Worth Clients
N/AOUTCOME: Favorable for Client
Prepared gift tax returns for high net worth clients’ gifts in excess of $4,000,000.00 in one calendar year.
Formation, Maintenance, and Dissolution of LLC's, Family Limited Partnerships, Corporations, and Charitable Foundations
N/AOUTCOME: Favorable for Client
Formation, maintenance, and dissolution of LLC's, family limited partnerships, corporations, and charitable foundations.
Actively Assist in Trustees
N/AOUTCOME: Favorable for Client
Actively assist in Trustees in management of over 100 trusts.
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