Leading the firm’s legal industry efforts for the Virtual CFO team, I offer dedicated resources, financial insight, and critical thinking to address complex issues facing law firms. I have extensive experience in helping clients become more efficient, competitive, and profitable. Specializing in estate planning services at the firm, I work with clients including individuals, families, law firms, and owners. Our team's approach to working with other financial and legal advisors assists clients in achieving their goals in a tax-efficient manner. I collaborate with clients on individual and corporate tax planning, estate planning, multistate tax planning, ESOPs, and valuations of closely held business interests