Experienced Tax Attorneys Servicing High-Net-Worth Individuals
With an impeccable reputation for integrity and client satisfaction, Cantley Dietrich is a national firm that has retained the values and relationship-oriented approach of a boutique firm. We assist high-net-worth clients with asset protection, tax planning, tax compliance, wills, trusts and complex estate planning. We are also among the nation’s leading experts in captive insurance tax law and compliance. If you are in need of a compliance-oriented tax attorney to advise you on legally safeguarding your wealth by limiting your tax liabilities and legal risk, we are uniquely qualified to assist you. Contact us today and speak to a Cantley Dietrich tax advisor.Read More
Services We Offer
Asset protection services shield your valuable holdings fromRead More
Captive Insurance Compliance
Captive insurance compliance is critical today as the U.S. tRead More
Complex Estate Planning
Complex estate planning services go far beyond the basic vehRead More
Cantley Dietrich focus on tax planning for high-net-worth clRead More
With such large amounts of money at stake, it is easy to see why high-net-worth individuals engage in estate planning to reduce estate and gift taxes. While many techniques are used to reduce estate and gift taxes, they center on transferring property out of an individual’s estate prior to death. Because the timing of death is uncertain, the earlier i ...
The proposed agenda in the American Families Plan (“AFP”) marks an ambitious proposal to reconfigure both how the United States rewards the American Dream and how it proposes to roll out enough social programs to solve what ails our country. What is the Intent of the Biden American Families Plan?
Wells Fargo v. US: A Potential Beginning of The End of The Objective Reasonable Basis Tax Penalty Defense
Article Authored By Beckett Cantley and Geoffrey DietrichThe Internal Revenue Code (“IRC”) § 6662(a) permits the IRS to impose a twenty-percent (20%) accuracy-related penalty to an underpayment of tax, and there are several different defenses to this penalty depending on the facts of the case and the reason for the penalty.One of the most comm ...
Article Authored By Beckett Cantley and Geoffrey DietrichSince his election, there have been non-stop court battles over President Trump’s refusal to release personal financial information. Several House Committees have sought President’s Trump's personal information on multiple different grounds, each claiming a valid legislative purpose for n ...