Matthew’s practice primarily focuses on advising business owners, in a variety of industries, with their tax, business, and estate planning needs. He focuses on helping business owners maximize their wealth throughout the life cycle of their business and protect it, generationally, through various gifting strategies. This includes implementing tax advantaged structures, growth and exit planning, and utilizing complex trusts.
Matthew additionally has a robust practice representing individuals and businesses before the IRS. He has represented clients facing employment and income tax audits, trust fund recovery penalties, international information return penalties, as well as assisted clients with collections workouts including offers in compromise and multimillion-dollar innocent spouse relief. Matthew has resolved matters at the examination and appellate levels as well as with IRS counsel without the need for litigation.
Additionally, Matthew represents many public charities and foundations related to obtaining their tax exempt status, their governance and related issues.
