April 17, 2015 4:58 pm
May 13, 2013 — This week on For Your Benefit, attorney Tom O’Rourke joins host Bob Leins to discuss tax planning as it relates to all taxpayers now.
O’Rourke is a principal with the law firm Miles and Stockbridge, P.C.
His practice focuses on tax matters involving estate planning and administration, and pension issues.
He works with clients to assist in meeting their business and financial objectives in the most tax-efficient manner.
The discussion contains two distinct points of view — the CPA approach to taxes and the lawyer’s legal approach.
Together they examine: