Shareholder Tax knowledge that boosts your bottom line Experience A highly skilled tax professional with more than 20 years of experience, Brian specializes in tax planning for individuals, corporations and real estate partnerships. He has assisted clients with bargain sales, refinancing, like-kind exchanges, and other transactions for many types of real estate. Expertise Brian is very familiar with the complexities of tax laws applying to individuals, corporations and partnerships as well as with ways to reduce tax liabilities. Also, his knowledge of the real estate business enables him to advise clients about ways to reduce costs and increase the return on their investments. He therefore excels at helping clients minimize taxes and maximize profitability. Approach In serving clients, Brian’s goal is to deliver worry-free, start-to-finish service of the highest quality, professionalism and effectiveness. He aims not only to deliver what the client requests or needs, but also to suggest other ways to maximize deductions and to increase revenue and take more of it to the bottom line. To this end, he takes time at the beginning of an engagement to clarify needs and define expectations, and he communicates frequently with clients to make sure that everything that needs to be done is being done right, on time and in a way that maximizes client benefits. Involvements
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