Samuel Kim

Sam Kim has over 15 years of experience advising high-net-worth individuals and families and their related businesses, family offices, trusts, owners of closely held businesses, and founders and significant shareholders of private and public companies.

Sam’s practice areas include:

• Income tax planning and compliance for individuals,
  fiduciaries, pass-through entities, and private foundations
• Qualified Small Business Stock (QSBS) planning
• Pre and post tax planning around significant liquidity events
• Federal and state tax controversy matters
• Estate and wealth transfer planning
• Charitable giving strategies
• Family office operation and supervision