Tax Compliance

GSRJ employs senior accounting expertise in-house to provide its clients with a robust domestic and international tax compliance service. The firm offers both comprehensive accounting and tax reporting services for our private clients who seek a high level of technical expertise and personal service in a legally privileged relationship. As a law firm, communications and work product between clients and our CPA employees are subject to the attorney-client privilege.

With regard to our comprehensive tax compliance services, the tax professionals at GSRJ are experienced preparers of complex federal and state income tax returns for individuals and entities, gift tax returns, and estate tax returns. In addition, GSRJ represents clients before the Internal Revenue Service and state taxing authorities in the event of tax controversy. From time to time, GSRJ tax professionals work alongside an outside CPA firm on matters such as international compliance, fiduciary compliance and accounting, and private foundation compliance.

GSRJ has a longstanding reputation for its knowledge and understanding of international tax rules and compliance with the myriad of U.S. information reporting requirements related to international accounts and assets. GSRJ tax professionals also regularly assist U.S. taxpayers who have been out of U.S. compliance with their U.S. reporting obligations to come into compliance. Since 2009, the IRS has offered three separate offshore voluntary disclosure programs to U.S. persons who failed to fully report foreign assets. To address client needs, GSRJ formally organized and staffed an international tax compliance practice group to assist such taxpayers. When a client has not been compliant with U.S. reporting obligations, GSRJ professionals will evaluate whether participation in the offshore voluntary disclosure program or another compliance method is appropriate, and, in either case will prepare remedial reports, amend tax returns, and represent the client before the IRS.

GSRJ’s Tax Director, Peggy Ugent, CPA, MST, serves as a member of the AICPA Trust, Estate and Gift Technical Resource Panel. GSRJ attorneys who are active in the tax compliance practice area include Steven Baker, who is a licensed CPA.

Attorneys

Leslie C. Giordani
Partner

Ms. Giordani primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

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Derry W. Swanger
Partner

Mr. Swanger has extensive experience in assisting U.S. and non-U.S. clients with the design and implementation of traditional and more sophisticated estate planning and asset protection strategies.

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Michael H. Ripp, Jr.
Partner

Mr. Ripp represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Amy P. Jetel
Partner

Ms. Jetel is focused on the design, implementation, and administration of international trust and entity structures and assists clients around the country and around the world with estate planning and asset protection.

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Steven D. Baker
Counsel

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Directors

Peggy A. Ugent
Tax & Accounting Director

Ms. Ugent uses her extensive expertise and experience in U.S tax matters to counsel firm attorneys on income and transfer tax considerations.

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Coordinators

Bruce S. Kentros
Trusts

Mr. Kentros’ efforts are focused on complex structure administration and international estate and wealth protection planning.

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Laura C. Bredeson
Tax

Ms. Bredeson’s primary responsibility is domestic and international tax compliance, and she is an integral contributor to one of the firm’s family office representations.

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