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Hello I’m Steven
—Tax Attorney
I’m Steven A. Branson, an attorney who has been helping people keep more for themselves for three decades.
Our firm provides financial and legal advice, along with on-going implementation, to individuals to optimize their personal and business resources. Our client base includes executives of major corporations, entrepreneurs, private business owners, professionals, retired individuals and individuals with inherited wealth.
Retirement and estate planning: is our analysis of your resources in light of your retirement and estate planning goals to recommend the appropriate cash, debt, income tax and estate planning strategies, life insurance and documents.
Implementation: is our work with you to put these strategies to work to improve your finances, which includes preparing income tax returns, drafting estate plans, negotiating and closing real estate transactions, negotiating sales, forming small businesses and creating private charitable foundations, with all the related legal compliance.
My education: Harvard Law School, UMass/Boston, Berklee College of Music and University of Colorado at Boulder.
I also play tenor sax and write tunes for a jazz band, occasionally post photos from my travels, build bikes and ride for the Pan-Mass Challenge. |
