To be a regional leader practicing in the fields of tax, business, and estate planning.


To be regional leaders and innovative experts practicing in the fields of tax, business, and estate planning providing collegial, value-added legal solutions by leveraging technology, experience, and cutting-edge techniques, creating an informed, positive, and consistent client experience, while being actively involved in our profession and community.

Core Values

  • Expertise

    All of our attorneys have an LL.M. in tax law requiring additional course work following law school. We strive to maintain our expertise through continued learning to stay at the cutting-edge through participation in professional conferences, professional organizations, speaking events, and technical writing. The fact that we focus our practice in certain core areas allows us to remain at the forefront of planning and maintain specialized knowledge providing expert level service to our clients.

  • Responsiveness

    We strive to provide timely services to our clients without sacrificing quality. Our goal is to proactively anticipate our clients’ needs in order to create value and provide effective, efficient counsel.

  • Collegiality

    We strive to collaborate in a supportive, informative, and effective manner creating mutual respect among ourselves, our clients, our community, and fellow professionals building valuable relationships built on shared knowledge and respect. We maintain collegial relationships with leading professionals allowing us to leverage a robust professional network for the benefit of our clients.

  • Involved

    We strive to be active members and positive influencers in our communities and our professions engaging in civic organizations and professional associations which reflect our commitment to benefit our communities and our clients.