Cathy’s mother, Debra, had suspiciously gone missing when Cathy was 10 years old and 15 years later, detectives were still unable to close the case.  Cathy and her grandmother continued to live in Debra's home and kept current with the mortgage. 

Now, with a husband & newborn, she wants to sell the property and start fresh. Unfortunately, with Debra presumed alive and the house still titled under her name, neither Cathy nor her grandmother had actual rights to the property. They couldn't do anything until the records were updated.

Peter and Linda owned a commercial building that they no longer wanted and learned that they could trade it in tax-deferred for an apartment complex using a 1031 like-kind exchange. As part of their asset protection strategy, they also wanted to place the new property into an LLC. In a 1031 exchange transaction, there are strict requirements and deadlines that need to be met in order to qualify for the tax-deferred benefits.

Frank owns a successful company in Vietnam and wants to get a taste of the American Dream. Once investors came to agreement, he would take key executives with him to the U.S. to help build the framework for expansion. In order to legally operate in America, and take his team overseas with him, he knew he needed the help of a well-informed attorney to execute all the proper business documentation and visas.

He also needed to know the tax benefits and obligations of a foreign investor/business owner.

Dave and Selma are long into their retirement years, struggling financially, and longed to enjoy the final moments of their lives without worry. When he was younger, Dave made his fortune starting and operating many successful enterprises. Generating revenue was never a problem for him. However, bookkeeping and accounting was his weakness.

Now, he owed nearly $300,000 in unpaid taxes, interest and penalties. His wife was also separately accessed for close to $270,000. Recently, Selma was diagnosed with a severe medical condition and the burden of dealing with the IRS was becoming too much for the both of them.

Maria and Barbara were Don's neighbors for over a decade and his closest friends. In fact, when Don's wife passed away several years ago, they became the closest to relatives he had, aside from his two dogs.

Maria treated Don as a daughter did a father. It was no surprise that in his will, he assigned her as his estate's personal representative.

The will also stated that Barbara would inherit $100,000 and custody of his two dogs. Maria would get the rest of his estate and remaining assets valued at $500,000.