Three sessions. Each one is a fixed price for a fixed block of time, paid up front, with a written summary afterwards so you have something to act on.
There is no free consultation. A free call tends to produce a conversation about whether to have a conversation. Paying for the hour means the hour is spent on your actual situation.
| Session | Who it is for | Length |
|---|---|---|
| Life-Change Tax Strategy Session | You are going through a divorce, a bereavement, or a retirement, and you need to know what it does to your tax position before you sign something. | 60 min |
| Cross-Border Tax Planning Session | You are moving abroad, already living abroad, or splitting your time between countries, and you need to understand what the United States still expects from you. | 75 min |
| Business Valuation Consult | There is a business, a professional practice, or a partnership interest in the marital estate, and its value is about to be argued over. | 90 min |
60 minutes
You are going through a divorce, a bereavement, or a retirement, and you need to know what it does to your tax position before you sign something.
75 minutes
You are moving abroad, already living abroad, or splitting your time between countries, and you need to understand what the United States still expects from you.
90 minutes
There is a business, a professional practice, or a partnership interest in the marital estate, and its value is about to be argued over.