Legal Services

Tax Focus

Mr. Mark L. Richardson possess a wide range of expertise in wealth protection, preservation, and minimization of taxes. His knowledge extends to family business planning, such as assisting high net worth individuals and closely-held business owners in transferring their wealth during lifetime and at death. Additionally, Mark is skilled in the areas of federal and state income, estate, gift and generation-skipping taxation and the use of trusts to protect assets and eliminate taxes. 

 

Mr. Richardson's speciality also includes entity planning, structuring partnership, limited liability company and real estate transactions, advice on tax-deferred like-kind exchanges, installment sale transactions, and unwinding partnership arrangements on a tax-deferred basis. 

A Modern Approach to 

Legal Services

  • Great legal work isn't cheap, but you deserve fees that are logical and certain.

  • You will have direct access to an experienced tax lawyer. 

  • You, as the client, will receive the benefit of the latest technology to keep overhead low and the focus on you, as the client.

  • We do not manage money.

  • We do not prepare tax returns but are more than happy to work with your existing CPA, review returns, and collaborate for the best result for you.

Proven Expertise

  • Tax Planning for Private Clients

  • Estate Planning (including sophisticated gift and sale transactions)

  • Estate and Trust Administration

  • Asset Protection​

  • Trusts

  • Real Estate Tax Planning and Joint Ventures

  • Like-Kind Exchanges