Perspectivas

Insights by Faith Liveoak

Faith Liveoak advises individuals, families, and closely held businesses on matters relating to tax planning, estate planning, state and local taxation, federal taxation, and trust and probate administration.  Faith prioritizes building close relationships with clients, so that she can curate a personalized representation that addresses their unique needs and goals.  For high net worth and ultra-high net worth clients, Faith designs and implements advanced estate planning techniques to optimize her clients’ assets for multi-generational wealth preservation.  Faith has extensive experience representing clients with complex tax audit and planning needs, including preparing tax returns and defending state residency audits, transfer tax return audits, and other federal and state tax audits.