Britany focuses on helping clients effectively manage one of their most significant costs—taxes—by advising on a wide range of federal, state, and local tax matters involving individuals, trusts and estates, partnerships, S-corporations, and corporations. Drawing on her background as a certified public accountant and her prior experience at a Big Four accounting firm, she brings both technical and legal insight to complex tax issues. Britany approaches matters from every angle to further each client’s personal and business objectives.
Britany Assists Clients With
- Serving as tax counsel for mergers, acquisitions, and reorganizations
- Preparing and negotiating organizational documents, including operating and shareholder agreements
- Designing tax-efficient entity selection, formation, and exit strategies
- Representing clients in tax controversies with the Internal Revenue Service and state taxing authorities
- Advising closely held businesses on succession planning strategies
- Drafting and implementing sophisticated estate and tax-saving plans
- Consulting on the preparation of individual, trust, and business tax returns
