Carmen Irizarry-Díaz assists US and international private clients in accomplishing their personal goals for legacy planning and charitable giving. Her practice encompasses all aspects of tax and charitable planning and related instruments and structures - including charitable foundations and trusts – the administration of trusts and estates, and related tax reporting and compliance, including the representation of clients and estates in intra-family controversies as well as before the Internal Revenue Service and other tax authorities. Carmen’s client base includes corporate executives, philanthropists, professionals, families with complex issues (including children with special needs), charitable entities, fiduciaries, and business owners – whom she also counsels on the efficient lifetime and death transfer, restructuring, and succession planning of their business interests, including sales, ESOPs, and other exit strategies. Carmen also advises accounting professionals on the reporting of transactions and compliance with adequate disclosure requirements.
Carmen is an empathetic listener who endeavors to understand her clients’ singular perspectives to best design their legacy plan and further their goals for preserving family harmony, providing incentives for social responsibility and positive values, and addressing the financial and philanthropic education of their legacy recipients. Carmen’s high standards of commitment to her clients and years of experience enable her to pinpoint core issues, create alternative and innovative courses of action, and identify the best solutions and opportunities while simplifying complexity, identifying efficiencies, and motivating others to take action, all in a client-centric, collaborative, and tax-conscious manner.
