Marquardt, David J.

Thirty-five (35) years of experience in all phases of income, estate, gift and employment tax compliance and litigation including preparation and review of income, estate gift and employment tax returns; negotiation of submission of delinquent returns with IRS special procedures division; federal and state audits and administrative protests; appeals to IRS district and appellate counsel; negotiation of offers in compromise and settlement of IRS levies/liens; income estate and gift tax planning for high-net worth individuals, small and mid-sized corporations, limited liability companies, subchapter S Corporations, general and limited partnerships; formation of domestic and offshore trusts and other asset-protection devices; tax planning for nonresident aliens and departing U.S. employees.

Twenty-eight (28) years experience in all phases of tax litigation in U.S. District Court and U.S. Tax Court. (Representative list of trials supplied upon request).

Licenses:
Certified Public Accountant
Certified Financial Planner