Working with Advisors

When a client’s needs extend beyond our core focus, we assist in identifying and engaging appropriate outside lawyers, CPAs, and other advisors. We maintain relationships with practitioners in complementary fields to ensure that the client has access to a complete tax and legal team. Conversely, we are sometimes engaged by other advisors to provide support on tax matters within and outside of New York.

Projects may be structured as subcontract support, direct client engagements, or Kovel (or similar) arrangements. Each engagement is designed to align with client preferences, conflict considerations, and ethical requirements.

Professional Connections

We are always interested in connecting with fellow practitioners to expand the resources available to our mutual clients. If you have a specific expertise that may be of value to the clients we advise, we welcome the introduction. Please contact us to discuss a connection.

Services Provided To or On Behalf of Advisors

Routine On-Call Advisory

Scoped Projects