He has extensive knowledge of the Internal Revenue Code and related IRS regulations, rulings, procedures, and case law. His expertise lies in working with family groups in the design and implementation of wealth accumulation, wealth preservation, and wealth transfer planning strategies. In addition he provides a coordinated approach to income tax, retirement, business and estate planning for business owners, key executives, and other individuals and families. His strength is his demonstrated ability to explain complex tax rules to clients in such a way that they can understand and appreciate the application of such rules to their specific fact situation.