- FraudTed’s chapters and articles have been published by West Publishing, Mertens Law of Federal Income Taxation, Journal of Tax Practice and Procedure, CCH Incorporated, the CBA Record and the EA Journal. Some of the many chapters and articles on taxation matters that he has authored include: Tax Fraud Defenses and Trial and IRS Prosecution Strategies, Illinois Institute for Continuing Legal Education (1975, 1978, 1980 and 1985); Tax Court Practice, Illinois Institute for Continuing Legal Education (1983, 1985, 1987, 1989, 1990, and 1991); Tax Fraud The Defense Lawyer’s Role, Chicago Bar Record (1989); The Enrolled Agent’s Role In Criminal Tax Investigations, E.A. Journal (September- October, 1997; and January-February, 1998); Outer Limits of Tax Practice, E.A. Journal (March-April, 1999); The Confidentiality Privilege Extended to Non-Lawyers How Limited Is It?, CCH Journal of Tax Practice and Procedure (April-May, 1999); Criminal Tax Offenses and Procedure, Mertens Law of Federal Income Taxation, West Publishing (2000); Code Section 7525 Privilege Whither Goest Thou, CCH Journal of Practice and Procedure (April-May, 2009); Identity Theft, E.A. Journal (November, 2013)
- White Collar CrimesRepresentation of individuals accused of white collar crimes, including litigation with the United States Department of Justice and the United States Attorney for the Northern District of Illinois.
- Theft
- Identity Theft
- Corporate LawNegotiation and preparation of all forms of business agreements, including shareholder agreements, limited liability company operating agreements and partnership agreements.
- Business TransactionsClaire’s practice focuses on: lifetime and testamentary estate planning; providing specialized services to family offices; estate and trust administration; business transactions, including real estate transactions; and tax compliance matters
- Limited Liability CompaniesFormation and maintenance of all forms of business and investment entities, including corporations, limited liability companies and partnerships.
- Employment ContractNegotiation, preparation and review of general corporate contracts, including employment agreements, confidentiality agreements and product purchase agreements.
- Real Estate TransactionsMaureen’s practice focuses on: lifetime and testamentary estate planning; providing specialized services to family offices; estate and trust administration; business transactions, including real estate transactions; and tax compliance matters.
- Estate PlanningKim is an experienced tax professional focusing on Personal Financial Services. She has over 19 years of accounting experience providing income tax, trust and estate tax consulting and compliance services to high net worth individuals, including private equity partners, family business owners, corporate executives and wealthy families. Kim’s time spent working within the family office has allowed her to apply this experience to other high net worth individuals as it relates to family wealth consulting and compliance issues. She has extensive income tax compliance experience for individual, trust, gift, private foundation, partnership, and S-corporation tax returns. Much of Kim’s time spent throughout the years has been assisting with training sessions/workshops as it relates to tax compliance and wealth planning issues.
- Wills
- TrustsPreparation of wills; preparation of trusts, including living trusts, generation-skipping trusts, minor’s trusts, irrevocable life insurance trusts and grantor retained annuity trusts; preparation of family limited partnerships and family limited liability companies; sales to defective grantor trusts.
- Tax LawChristine’s practice focuses on: income tax planning, tax compliance services, family office services, tax and wealth management, and accounting services