Simonds, Winslow, Willis & Abbott
A Professional Association and Not a Partnership†
50 Congress Street, Suite 925
Boston, Massachusetts 02109

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About the Association


Taxation and Estate and Business Planning

Simonds, Winslow, Willis & Abbott draws from the experience of its members in diverse areas of tax practice to guide its clients in tax-related areas including:

  • Estate and Gift Tax:
    • Analysis and review of issues and recommendations of alternative strategies;
    • Projection of the tax consequences of selected strategies
    • Drafting documents to bring chosen strategies to fruition (wills, trusts, powers of attorney, health care proxies, charitable remainder trusts, etc.)
    • Compliance - preparation and filing of the related gift and estate returns

  • Personal income tax planning
    •  Analysis and review of issues and recommendations of alternative strategies including review of stock option plans, employment agreements, compensation planning including founders stock, etc.
    • Projection of the tax consequences of selected strategies
    • Drafting documents to bring chosen strategies to fruition
    • Compliance  - preparation and filing of the related federal and state income tax returns.

  • Small business income tax and succession planning:
    • Analysis and review of issues and recommendations of alternative strategies;
    •  Projection of the tax consequences of selected strategies
    • Drafting documents to bring chosen strategies to fruition - corporate buy-sell agreements, limited liability operating agreements, S corporation elections, merger agreements, insurance escrow agreements etc.

Click on a practice area for a detailed description of our services.

 

†Each attorney or practice group within this office is an independent practitioner or practice group which is not responsible for the practice or liability of any other attorney or practice group within the office.

© 2012 Simonds, Winslow, Willis & Abbott, P.A. All rights reserved.

The information provided in this website may be considered “advertising” under Massachusetts Supreme Judicial Court Rule 3:07. It has been created solely for the purpose of introducing you to our firm. The use of this website does not in any way create an attorney-client relationship and the information contained herein does not constitute legal, tax or other professional advice, which can only be rendered after a full consideration of the facts of your case. Please see TERMS OF USE for full discussion.