Contact

Need additional information or have an inquiry? We are here to help. Contact us at any of our office locations. We appreciate your interest in our firm and look forward to hearing from you.

Miami Location:

4770 Biscayne Boulevard, Suite 400 Miami, FL 33137
Phone: (305) 868-3600
Fax: +1 (305) 864-6740

Boca Raton Location:

1951 NW 19th Street, Ste. 200 Boca Raton, FL 33431
Phone: (561) 392-9059
Fax: +1 (561) 372-7957

Denver Location:

Galleria at Cherry Creek
720 S. Colorado Blvd., Suite 530-S
Glendale, CO 80246

    Location:

    NEWS

    IRS issues final regulations on inherited IRAs

    July 26, 2024

    The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from…

    A self-directed IRA can benefit your estate plan — but know the risks

    July 24, 2024

    Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp…

    IRS ramps up compliance enforcement against certain businesses

    July 23, 2024

    The Inflation Reduction Act provided the IRS with billions of dollars of additional funding to reduce the so-called “tax gap”…

    Hiring your child to work at your business this summer

    July 05, 2024

    With school out, you might be hiring your child to work at your company. In addition to giving your son…

    Don’t overlook digital assets in your estate plan

    July 03, 2024

    When it comes to digital assets, it’s important to know that, unlike many assets, they leave little to no “paper…

    The tax consequences of selling mutual funds

    July 01, 2024

    Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part…