Top Tax Lawyers in ZIP 85004 | 11 available

Sean David Greengard’s career spans over a decade, focusing on estate planning and business law to assist individuals and businesses in securing their financial futures and legacies. Raised in Phoenix, AZ, southwest Colorado, and Maui, Hawaii, Sean showed early academic aptitude and a passion for law, influenced by attorney parents. Graduating from Arizona State University with a degree in Psychology, he went on to earn a Juris Doctorate from ASU’s Sandra Day O'Connor College of Law and a Masters in Taxation from Boston University. He gained experience at Ryley, Carlock & Applewhite before transitioning to Forakis Law Firm PLC, specializing in estate planning and business formation. As Director of HFO Law Group at Heritage Family Offices, Sean worked with high-net-worth clients in asset structuring and estate planning. In 2023, he established his own firm, focusing on sophisticated estate planning solutions. Sean prioritizes personalized service, building relationships with clients, and tailoring legal strategies to individual goals. Outside of work, Sean enjoys outdoor activities, travel, woodworking, and reading historical biographies and science fiction novels.

Prior to joining Frazer Ryan Goldberg & Arnold LLP to represent taxpayers nationwide, Brandon served six years at the IRS as a senior trial attorney. At the IRS, Brandon received the Chief Counsel National Award for Superior Achievement in Outstanding Litigation, and he was routinely recognized for his service as a trial attorney.. In 2015, Brandon successfully litigated the first Section 831(b) captive insurance case before the U.S. Tax Court; he litigated a second captive insurance case in 2016. For over four years, he oversaw and advised IRS attorneys and revenue agents auditing captive insurance transactions nationwide. Brandon also acted as an advisor to IRS attorneys on partnership and estate and gift tax matters and was an instructor at a national course designed to train new IRS trial attorneys on all aspects of practice.. Brandon has the experience and knowledge to handle a broad scope of tax controversy matters. In addition to Section 831(b) captive insurance matters, his tax litigation experience includes corporate, partnership, collection, and complex estate and gift tax matters; employment tax; property tax; international tax matters;  abusive transactions; and fraud.. Brandon is a CPA and a former financial statement auditor who offers a strong understanding of accounting and business concepts in tax matters.

In over forty years of practice, Doug has represented banks and businesses of all kinds, from international mining companies, airlines, and commercial banks to high tech start-ups and professional service firms. Since 1994, he has focused his practice on the healthcare industry, supporting medical professionals in matters of regulatory compliance (including Medicare “incident to” billing, Stark, Anti-Kickback, and HIPAA), licensure, professional employment, group organization and management, and strategic alignment with hospital systems, health maintenance organizations, and accountable care organizations. He has advised “from concept to commissioning” in the development of radiation treatment centers, endoscopy centers, imaging centers, home health and hospice service providers, recovery care centers, cardiac catheterization laboratories, and ambulatory surgery centers. He has drafted and reviewed hundreds of physician employment and independent contractor agreements, and drafted, defended, and defeated covenants intended to restrain the ability of a physician to practice in competition with a former employer. He has advised medical billing services, credentialing services, and practice management services. He is an experienced, value-adding, and cost-effective advisor for the business of medicine.

Beth is a shareholder at Jaburg Wilk and has been practicing law for more than three decades. She chairs the firm’s Estate Planning and Business Law Department. As both a Tax Specialist certified by the State Bar of Arizona – Arizona Board of Legal Specialization and a Certified Public Accountant, she has a unique expertise in assisting her clients with their estate planning as well as closely held businesses. She has assisted hundreds of families – including ones with substantial assets – with their estate needs ranging from simple estate plans to complex multi-generational gifting plans.. Her expertise and wide range of experience in structuring business entities and succession plans allows her clients to take advantage of tax and business opportunities, as well as protecting the individual business owner’s assets from the reach of creditors. She assists families, closely held businesses’ owners, and individuals by providing succession planning, business planning and estate planning. Whether trusts, wills, powers of attorneys, living wills or healthcare directives, Beth has the skills to help clients preserve the wealth they have created to benefit themselves, their family, and succeeding generations. She has also assisted in formation of (501(c)(3)) non-profits and assisted clients with charitable gifting.. Beth has represented clients from the start-up phase of their business to growing into multi-million dollar companies. These are longtime clients and Beth has been an integral part of that growth. She has assisted them with mergers, acquisitions and sales, real estate transactions, entity formation to maximize tax advantages, stock sales, leases, and like-kind exchanges. Representative transactions include:. She has appeared on various television programs to discuss estate planning topics, gifting strategies and other effective estate planning techniques. She authored Charitable Gift Planning, which appeared in the Arizona Attorney and has spoken locally on a number of estate planning topics.