At Valensi Rose, the Tax and Wealth Planning Group knows that while minimizing taxes is critical, you don’t want to lose sight of your overall business objectives. We are vigorous advocates of our clients’ interests, digging deep to address issues with creative, yet practical, real-world solutions.

By thoroughly understanding our clients’ personal and business goals, we help them achieve their ambitions in the most tax-efficient manner possible.

We work with clients to create a comprehensive plan and provide clarity, inventive solutions, and proactive advice. We are skilled in tax matters that apply to business owners, entrepreneurs, and individuals throughout the business lifecycle:

• From start-up ventures to established enterprises
• From initial capitalization to sales, mergers, acquisitions, and recapitalizations

Clients get the benefit of collaboration between senior lawyers with deep expertise across all our areas of practice. As team players, we work collaboratively with our clients’ other advisors, leveraging our expertise in a way that does not duplicate efforts, but rather enhances the outcomes.

Our areas of practice include:

• Federal Income Tax Planning
• Federal Estate and Gift Tax Planning, Probate, and Trust Administration
• State and Local Tax Planning
• International Tax Planning
• Tax Dispute Resolution/Litigation