Point Roberts Tax Lawyers

Practice areas: tax, business and estate planning. Advise owners of all types of businesses concerning the formation of new business entities, the acquisition of other businesses or strategic business assets, and the sale or dissolution of the business. Counsel clients in the preparation and negotiation of general business contracts, entity structure, and issues relating to corporate governance. Personal estate planning. Advise and prepare wills, trusts, family gifting entities, durable powers of attorney, property agreements, and other estate planning documents. Practice ranges from basic planning for young families to complex trusts, family LLCs, family business succession planning, and charitable giving. Prepare...

Vijay Gosalia is a founding member of Ortiz & Gosalia, PLLC. He currently provides legal services in the areas of tax controversy, bankruptcy and estate planning. Prior to establishing Ortiz & Gosalia, PLLC, Mr. Gosalia provided legal services as a solo practitioner at Gosalia & Associates, LLC from 2009 through June 2011. Mr. Gosalia currently serves as an attorney at the Federal Tax Clinic at the University of Washington providing pro-bono tax services to clients and has done so since 2008. In addition to being admitted to practice in the State of Washington, Mr. Gosalia is admitted...

I am an attorney and shareholder at Carlton Fields, a national law firm that provides innovative and strategic solutions to clients in the financial services industry. I have experience advising clients on complex issues involving the creation, marketing and operation of retirement products, platforms and service providers. My main areas of focus include the Employee Retirement Income Securities Act (ERISA), ERISA's fiduciary provisions, the Internal Revenue code, regulation of IRAs and other employee benefit plans. My clients for the last decade have been platform providers, trust banks, RIAs, Broker Dealers, Third Party Administrators, and insurance companies. I hold...