Tax Compliance

GBGR employs senior accounting expertise in-house to provide its clients with a robust domestic and international tax compliance service. The firm offers both comprehensive and specialized accounting and tax reporting services for our private clients who seek a high level of technical expertise and personal service in a legally privileged relationship. As a law firm, communications and work product between clients and our CPA employees are subject to the attorney-client privilege.

With regard to our comprehensive tax compliance services, the tax professionals at GBGR are experienced preparers of complex federal and state income tax returns for individuals and entities, gift tax returns, and estate tax returns. In addition, GBGR represents clients before the Internal Revenue Service and state taxing authorities in the event of tax controversy. On the other hand, GBGR tax professionals sometimes are engaged as specialists who will work alongside an outside CPA firm on matters such as international compliance, fiduciary compliance and accounting, and private foundation compliance.

GBGR has a long-standing reputation for its knowledge and understanding of international tax rules and compliance with the myriad of U.S. information reporting requirements related to international accounts and assets. GBGR tax professionals also regularly assist U.S. taxpayers who have been out of U.S. compliance with their U.S. reporting obligations to come into compliance. Since 2009, the IRS has offered three separate offshore voluntary disclosure programs to U.S. persons who failed to fully report foreign assets. To address client needs, GBGR formally organized and staffed an international tax compliance practice group to assist such taxpayers. When a client has not been compliant with U.S. reporting obligations, GBGR professionals will evaluate whether participation in the offshore voluntary disclosure program or another compliance method is appropriate, and, in either case will prepare remedial reports, amend tax returns, and represent the client before the IRS.


Leslie C. Giordani

Leslie primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

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Michael H. Ripp, Jr.

Michael represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Steven D. Baker

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Lauren Fitte

Lauren M. Fitte

Lauren focuses on the design, implementation and administration of domestic and international estate and business plans for GBGR’s clients.

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J. Ross Buchholtz
Tax & Accounting

Ross draws upon his extensive experience as a senior certified public accountant to advise clients on a variety of income and transfer tax matters.

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Bruce S. Kentros

Bruce's efforts are focused on complex structure administration and international estate and wealth protection planning.

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Chelsea D. Zunker
Tax Matters

Chelsea’s primary responsibility is domestic and international tax compliance. In addition, Chelsea supports complex structure administration and charitable planning matters.

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Christina L. Pedersen
Tax Matters

Christina primarily focuses on domestic and international tax compliance and planning for individuals, entities, and trusts.

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David A. Giordani

David supports the firm’s domestic and international tax compliance practice as well as the firm’s private placement life insurance practice.

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