JDR Chartered Information

have extensive experience as a CPA and tax attorney assisting a wide range of clients, from low to high net worth and from young to elderly individuals, including small businesses and their owners, to comprehensively plan their estates and arrange their affairs through aggressive use of proven tax planning strategies. I form the necessary corporations, limited liability companies, partnerships and other business entities that are needed in given financial and economic environments to properly arrange a businesses affairs. My tax practice is sophisticated and comprehensive. I solve a wide variety of client issues and prepare all types of Income Tax Returns, Personal Property Returns and Information Returns for individuals, small businesses, estates and trusts. In addition, I lecture in seminars settings in areas concerning estate planning, income tax planning and the formation of business entities. My main areas of concentration are in the areas of taxation, estate planning, elder law, tax planning utilizing the formation of appropriate business entities and financial planning. I routinely perform work in the following areas: - Wills, trusts, estates - federal, multistate and multinational estate planning; - business and personal tax planning; - budgeting, comprehensive and segmented financial planning; - preparation of trust and estate accountings, - financial forecasts and projections; - preparation of individual, corporate, partnership and fiduciary income tax and information returns; - preparation of federal and state estate and gift tax returns; - general business and corporate law, including choice of entity analysis and evaluation of legal documents and business practices; - development and implementation of retirement plans for businesses and individuals