Private Client Services

Tax Advice and Consultation

Capes Sokol’s legal team excels in tax advice and consultation, partnering with trust and estate planning to provide unparalleled expertise and innovation in the field. Each of our professionals holds an LLM (Master of Laws) degree in Taxation, ensuring that you will receive advice and insights at the highest level of expertise. Because many clients’ estates are diverse, we have extensive experience in assisting with the income (and transfer) tax consequences and considerations involved with planning associated with a wide variety of assets, including privately held businesses, real estate, private placements, publicly traded securities, art collections, and many others. Our main priority is to protect our clients’ assets while optimizing their financial upside. When it comes to making business decisions, we help our clients assess the risk and reward of opportunities and appropriateness within their fiduciary roles, as the case may be. We take pride in the personalized and comprehensive services we offer. In addition to the tax consequences, structuring assets to protect them from creditors’ claims, is always a priority, and Capes Sokol’s team is committed to helping our clients achieve their financial goals while minimizing tax implications.

Key Contacts

Harvard W. Muhm


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