5 Star Review By Shaheen Javadizadeh
Our family worked with Matt Dana to develop fairly complex multigenerational tax strategy and requisite estate plan. We also developed a family limited partnership for the family business. Matt provided practical advice and explain complex tax and family considerations in a simple and pragmatic manner. This helped move the process along efficiently while ensuring objective and subjective decision making could be achieved. We would work and recommend working with Matt and his firm.