Lavelle & Finn LLP has earned its reputation providing uncompromising personal legal services in a confidential and caring atmosphere for over 25 years. Our clients are esteemed members of the community, and include business leaders, investors, retired individuals and successful families. We fashion our services to exceed their desire for excellence, accessibility, and reliability. We provide our clients with sound and seasoned judgment to aid in protecting them, their families, and their assets from taxes, predators, and other threats to wealth. We succeed when our clients succeed.
For more than 25 years, Lavelle & Finn LLP has played an integral role in helping our clients preserve their wealth and plan for an orderly and effective business succession. Our team of dedicated professionals provide a wide range of services, including estate planning and elder law, income tax planning and business succession planning.
Working Around the New “Kiddie Tax”
The article on page 1 of this issue of the Tax Bulletin explains that single taxpayers with taxable income up to $39,375...
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Final Regulations Clarify IRC Section 199A
The IRS recently published final regulations regarding Section 199A of the IRC. That section, created by the Tax Cuts and Jobs Act of 2017, offers a 20% deduction...
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Roth Solo 401(k)s for (very) Small Businesses
The Tax Cuts and Jobs Act (TCJA) of 2017 was not officially focused on retirement planning, but it has had a major impact on the choice of...
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Dedicated Support
Lavelle & Finn is with you from start to finish. Our hands-on counseling enables you to save money and avoid aggravation by dealing with complex issues up front.
Attorney-Client Privilege
Every conversation and document produced in connection with our legal services is protected from disclosure to anyone. Confidentiality is a core principle of our profession and of upmost importance to the dedicated members of our firm.
Reasonable Fees
A small group of highly motivated professionals, devoted to specialized counseling, can deliver the highest-quality services in a timely manner for a reasonable fee. It is that simple.