Law Firm of David M. Kohen is a specialized legal practice offering expert guidance in tax and estate planning, serving individuals, families, businesses, and nonprofit organizations. The firm stands out for its comprehensive, client-focused approach and its ability to assist a diverse, often international clientele with complex financial and legal matters.
The firm emphasizes strategic tax compliance and personalized planning, leveraging deep expertise in both domestic and multi-jurisdictional cases. It is particularly adept at handling matters involving international families, expatriates, and business entities, ensuring optimized tax outcomes and robust estate protection. Services are accessible through virtual and remote options, accommodating clients with flexibility and modern convenience.
Services Offered
- Tax Planning and Compliance
- Estate Planning and Probate
- Wills and Living Trusts
- Irrevocable Life Insurance Trusts
- Dynasty Trusts for Generation Skipping Transfers
- Marital (QTIP) Trusts
- Qualified Domestic Trusts (QDOTs) for Non-Citizen Spouses
- Tax Treaty Analysis for Ex-Pats and International Families
- Multi-National Estates
- Capital Gains Planning
- Asset Protection Trusts
- Business and Investment Planning
- Choice of Entity
- Applications for Tax Exempt Status Under Section 501(c)(3)
- Unrelated Business Taxable Income
- Valuation Discounting
- Shareholder Agreements
- Qualified Business Income (Pass-Through) Deduction Planning
- Motion Picture Production and Other Tax Credits
- IRS and Mass. DOR Audit and Appeals
- US Tax Court Representation
- Due Diligence Review for Investments in Start-Up Companies
- Tax Credit Structuring
- Tax Credit Equity Placement
- 1031 Like Kind Exchanges
- Opportunity Zones
- Historic Rehabilitation Tax Credits
- Brownfields Tax Credit
- Renewable Energy and Other Tax Credits
- Affordable Housing Development and Syndication
- Mortgage Loan Workout Plans
- Debtor and Creditor Negotiations
Services are accessible to clients in multiple languages, including Arabic, French, Hebrew, and Mandarin, through translator affiliates and LanguageLine Interpreters. The firm is equipped to serve clients across Massachusetts and beyond, with a focus on delivering tailored solutions for complex financial and legal needs.
