CMDB is dedicated to helping you protect your legacy for generations by taking a thoughtful and personalized approach to tax planning. Our talented attorneys specialize in managing complex, multifaceted plans. We keep the process simple for our clients. We ask the right questions so we can prudently advise and implement the most advantageous plan to preserve and transfer your wealth.
Our lawyers have decades of experience implementing effective strategies for minimizing tax exposure and, most important, putting the power of protecting your wealth back into your hands, exactly where it belongs.
Our attorneys provide a full range of tax services, including consultation on individual gifting through irrevocable trusts and charitable vehicles, business succession planning, retirement planning, life insurance planning, and the tax aspects of corporations, partnerships and limited liability companies. We also prepare gift and estate tax returns and represent clients in negotiations with the IRS. Several of our attorneys have practiced before the United States Tax Court.