International tax and estate planning specialists

About Us

We are planners, first and foremost

Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concentrated on individuals and businesses with an international element.
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Practice Areas

International Taxation Services

We are U.S. tax lawyers. Our practice is concentrated on individuals, businesses and transactions with an international element. Our clients are mostly individuals, families and closely held businesses but, because of our background in large firms, we occasionally represent large companies in areas within our specialized field of experience and knowledge.
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Estate Planning Services

Our estate planning practice adds high value in situations that involve complex interactions between typical estate planning issues and business or family needs. Our goal is to develop a comprehensive plan that integrates techniques to deal with personal, tax and business issues.
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Charitable Planning Services

We provide charitable planning services to our individual clients, helping them to effect their philanthropic goals. We listen carefully and provide both technical tax compliance advice and pragmatic counsel learned from over 30 years of legal concentration on philanthropy.
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Lawyer Spotlight

Kara Koerner

Kara Koerner advises individuals and families on complex matters including international and domestic wealth and asset transfers, pre-immigration and expatriation planning, international corporate tax matters, structuring and reorganizing multinational businesses to minimize worldwide taxes, and foreign investment in the United States. Kara’s specialist skills include handling complex matters involving the global art market, dealing with California property tax reassessment issues arising in business succession matters and reporting income received from the United Nations Joint Staff Pension Fund.
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Latest news
May 9, 2023

Cynthia Brittain Discusses Beyoncé’s Tax Troubles With Wealth Management

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Mar 25, 2023

Cindy Zhou Appears on Chinese Radio Seattle’s “Evergreen Wealth Management” Program as Monthly Guest

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Mar 16, 2023

Cynthia Brittain Sheds More Light On Presley Estate Troubles in Wealth Management

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Upcoming Events
May 11, 2023

Maria-Soledad Otero and Cynthia Brittain Present Foreign Trustee Mistakes at Transcontinental Trusts: Geneva

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Contact Us

Contact Us Today

If you require assistance within one of our specialized practice areas or would like to inquire about our services, we invite you to contact our firm.