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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.


Peers say: "They're very good income tax and business tax practitioners."

Notable practitioners

Charles Rubin represents a diverse client roster in various tax matters, including tax planning, corporate tax law and tax-exempt organization issues.

Richard Josepher focuses his practice on federal tax issues, including tax controversies, offshore tax compliance and IRS appeals. One interviewee notes: "I've been impressed by him," adding: "He's a very practical person."

Robert Chaves advises clients on tax issues both domestically and internationally, in corporate transactions, estate planning and probate and trusts.