Tax Legal Services for Individuals » Tax

Our Tax Group provides comprehensive tax planning and advice for individuals, assisting them with tax audits, appeals to administrative agencies and court litigation.

In addition to our extensive knowledge of tax law, all of our Group’s attorneys have corporate and general business law experience as well, which allows us to better meet all of our clients’ needs and objectives. We also work closely with our clients’ accountants and financial advisors to structure transactions, comply with tax reporting, and promote client interests in a variety of matters.

Specific Experience:
Business

We assist individuals in achieving business objectives while minimizing their tax costs. We advise individuals on personal income tax issues, including charitable giving and business succession problems, and assist buyers and sellers in structuring “tax deferred” like-kind Section 1031 exchanges.

Click here for more information on our Business Practice

Employee Benefits

We draft and review qualified pension, profit-sharing and ESOP plans and nonqualified deferred compensation arrangements, including qualified and nonqualified stock options. We are also experienced with the “golden parachute” provisions of tax laws that commonly arise in mergers and acquisitions.

Click here for more information on our Employment Benefits Practice.

Disputes

We draft and review qualified pension, profit-sharing and ESOP plans and nonqualified deferred compensation arrangements, including qualified and nonqualified stock options. We are also experienced with the “golden parachute” provisions of tax laws that commonly arise in mergers and acquisitions.

Click here for more information on our Litigation/Disputes.

Real Estate

We work closely with the firm’s Real Estate Group when advising clients with respect to tax issues in real estate matters and transactions. Together, we work to structure and document real estate transactions, including public and private real estate syndications, like-kind exchanges, and workout transactions.

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Succession Planning

Our Group advises clients regarding succession strategies with a focus on transferring business ownership to other family members, management groups and third-party purchasers in a tax-effective manner.

Click here for more information on our Seattle Estate Group

Team
Kari Brotherton, Associate and CPA
Kari Brotherton, CPA
Associate
As a CPA and an attorney, Kari’s practice focuses on estate and tax planning, including presenting, drafting and implementing plans; gift planning; business planning and advice, including starting and restructuring businesses, business transactions, succession planning and compensation planning; tax research and problem solving; responding to IRS notices; tax return preparation and review for trusts and estates; and reviewing accounting records.
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206.654.2227
Joel H. Paget, Member
Joel H. Paget
Member
Joel’s practice includes supervising everything from simple to complex probates and the preparation of federal estate tax returns. He also assists in obtaining business visas, classification, permanent residency and citizenship for immigrants in the United States. Joel also works with immigrants to obtain temporary and permanent positions as executives, managers or specialists and he also advises on treaty rights and obligations for payment or non-payment of taxes.
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206.654.2215
Philip M. Roberts, Member
Philip M. Roberts
Member
Phil has a business finance and real estate practice. In addition to helping clients organize, finance, buy and sell businesses, he represents clients on complex real estate transactions, including shopping center and other commercial real estate developments, and represents lenders on the financing of such transactions. His involvement includes the acquisition and financing of the properties, as well as the leasing activities associated with commercial projects. Phil finds the business/finance and real estate areas to be complementary to each other.
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206-654-2236