Stefanie advises individuals, family businesses, and tax-exempt organizations on tax matters.
Stefanie has extensive experience helping families preserve and protect wealth for future generations through sophisticated estate planning and business succession planning, as well as trust and estate administration. Her primary focus is advising clients on a broad range of federal and state tax matters, including:
- Estate tax
- Gift tax
- Income tax
- Sales and use tax
- Transfer tax
Stefanie resolves tax controversies with the Internal Revenue Service (IRS), assists in the preparation of federal and state fiduciary income tax returns, and handles company reorganizations, acquisitions, and sales. She also advises family businesses on business succession planning and structuring, such as drafting buy-sell agreements, shareholder agreements, operating agreements and purchase options.
In addition, Stefanie assists families with charitable planning and counsels tax-exempt organizations on formation, compliance and administration.