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What the team is known for Experienced boutique firm offering significant expertise across a range of corporate and personal tax issues, including trust and probate matters. Highly sought after by high net worth individuals and entrepreneurs, as well as large corporations and brokerage companies. Offers comprehensive tax planning advice at both state and federal levels.

Strengths Market sources label this a "high-quality boutique."

"It's a small firm, but a real powerhouse," confirms another interviewee.

Notable practitioners

Charles Rubin provides expert corporate tax counsel to a broad client base, which includes nonprofits. He advises on matters such as transactional and estate planning. "He has a lot of insightful things to say about tax law," states one source, while another calls him "a high-quality tax lawyer."

Richard Josepher "is very even-keeled and thoughtful in the way he advises his clients," says an interviewee. His practice includes large-scale controversies, as well as regulatory compliance mandates involving multiple agencies.

Robert Chaves maintains a broad transactional practice, which includes estate planning and trust administration. Interviewees describe him as a "well-respected" tax expert.