PERSONAL CLIENT SERVICES

The firm’s Personal Client Services Group addresses the needs of both our business and individual clients and embodies Metz Lewis’ practical and proactive counseling principles. The group’s services include:

Estate and Succession Planning

Income Tax

Internal Revenue Service Controversies

Executive Compensation

Estate and Fiduciary Litigation

Adoptions

Metz Lewis tax attorneys believe in proactive planning. The objectives, needs, and desires of our clients are of primary importance. First, we form an understanding of the situation and our client’s position, then we develop and implement value-added creative planning ideas. Our experience has shown that these service areas are interrelated; a tax idea must be considered in the context of its impact on the individual client, the business, and the family.

The tax group provides a broad range of valuable client oriented services including:

• Federal, state and local income tax planning for corporations and individuals.
• Transaction planning for mergers, acquisitions, and initial public offerings.
• Financial and wealth protection planning for high net worth individuals.
• Integrated tax planning for owners of closely-held businesses, focusing on both the owner and the business.
• Executive compensation tax planning.
• Tax co
  mpliance and preparation.
  

Publications Available For Download:

TAX ALERT - WAIVED REQUIRED MINIMUM DISTRIBUTIONS FOR 2009

OIL AND GAS TAX ADVISORY
An overview of one of the most complex areas of the federal tax law - the taxation of income from natural resources.

TAX ADVISORY - BENEFITS AVAILABLE FOR THE ADOPTION OF A CHILD
The benefits available for adoption are rather complex and interrelated. However, these important benefits should not be overlooked as a family goes through the joyous adoption process.

INDIVIDUAL RECORD RETENTION GUIDELINES
An invaluable tool which outlines important personal records everyone should preserve.

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