- Business Sales: Advised a business owner in preparing the business for sale. After the business owner had developed a proper balance sheet and structural staff arrangements, assisted in finding potential buyers and setting terms and pricing. Advised business owner on the tax consequences of a sale. Result was a net of tax price that was triple his expectations. Elements of this type advice have been given to dozens of business owners.
- Estate Planning: Advises individuals in tax and estate planning issues including living wills, trusts and wills to minimize taxes and achieve family goals.
- Negotiations: Negotiated joint venture disputes between medical center and physicians, which resulted in two happy and profitable partners.
- Generational Transfers: Assisted businesses in planning for the succession of children into a business and management, while keeping siblings in concert with one another. Over the years have had several businesses where these efforts were then carried out successfully for a third generation.