Tax & Wealth Planning

Foresight is Crucial

Navigating the ever-changing intricacies of tax and wealth planning can be challenging. Our team is dedicated to providing clear, comprehensive guidance tailored to your unique needs and goals. Whether you are an individual or a business, our tax and wealth planning services are designed to help you manage your assets efficiently and effectively.
Our attorneys' experience enables us to guide clients through the various methods of efficiently transferring wealth between generations or ensuring that family business succession matters are suitably addressed. From simple wills to intricate plans involving complex structuring or estate administration, our attorneys' experience and expertise enable clients to achieve their goals.

Key Contacts

Rosenberg Martin Greenberg 35th Anniversary

Brett F. Baldino

Partner

Comprehensive Tax Planning

We provide strategic advice on federal, international, state, and local tax matters. Our services cover all aspects of business operations, from organization to complex transactions. Our goal is to develop and implement creative tax planning strategies that address the specific needs of individuals and businesses across various industries.