Tax Planning & Controversies

Years of experience and knowledge in maximizing tax advantages through careful, thoughtful financial planning of one’s estate can ensure that you and your beneficiaries will be well taken care of through strategies such as:

  • Predeath Planning
  • Post Death Planning
  • Gifting
  • Charitable Contributions

Our tax services generally fall into two categories: tax planning and representation with regards to a tax controversy. Our attorneys utilize their unique combination of skills, including accounting, business and individual law experience, to provide advice and counsel.

Sometimes, unfortunately, our clients need our assistance in dealing with the taxing authorities, including the Internal Revenue Service and the Florida Department of Revenue. We have significant training, knowledge and experience in matters of state and federal income, gift, inheritance, estate and transfer taxes.

Whether your matter involves unfiled returns, an audit, or other compliance issues, we can help. We can also help with the preparation and presentation of a particular tax position regarding a tax strategy taken or to be taken. We serve as an intermediary between our clients and the tax authorities. We have experience reaching settlements using Offers in Compromise, the avoidance or reversal of levies and garnishments, lien releases, installment agreements and avoiding personal liability assessments.

Howard Payne is certified by the Florida Bar in Taxation, and is licensed to practice law in the states of New York and Florida, as well as with the United States Tax Court.