Private individuals should meet with a tax attorney if they have any sudden changes in income such as a large inheritance or a large gift or winning. Incorrect investments can result in huge tax problems so talking to a professional before making investments is important.

A tax attorney is not the same as an accountant. The accountant can work with the financial issues and has a general knowledge of tax laws, however a tax attorney is a specialist in all aspects of tax law. Although they often work closely together, they are two complete different services.

For estate planning and trust funds a tax attorney can provide both short and long term information on the taxation issues that are relevant to the different types of investment options.