Michele H.

About Michele H.

Bringing over 30 years of dedicated experience in legal and financial advisory, my career is marked by a deep commitment to trust planning, tax strategies, and effective board governance. I specialize in crafting tailored solutions for small and medium-sized businesses, navigating the complexities of business and tax planning to optimize their financial health and legal compliance.My expertise lies in developing sophisticated trust structures and tax planning strategies that protect assets and minimize tax liabilities. This involves a comprehensive understanding of the latest tax laws and regulations, which I seamlessly integrate into practical, client-focused solutions. My approach is always client-centric, ensuring that the unique needs and goals of each business are at the forefront of every strategy I develop.In board governance, I bring a strategic perspective that balances legal compliance with business acumen. My experience as a board member and legal advisor enables me to guide organizations in establishing robust governance frameworks, ensuring they operate with integrity and efficiency while achieving their strategic objectives.For small and medium-sized businesses, I offer a blend of legal and financial expertise that is crucial for navigating the challenges of business and tax planning. From entity formation and structuring to ongoing tax compliance and strategic business growth planning, I provide comprehensive advice that aligns with the specific needs of these businesses.Key Competencies:Trust and Estate PlanningAdvanced Tax Strategies for Individuals and BusinessesStrategic Board Governance and LeadershipBusiness Formation and Entity StructuringTax Planning and Compliance for Small and Medium-Sized BusinessesFinancial and Legal Risk ManagementClient-Centric Advisory and ConsultationI am passionate about empowering businesses and individuals with the knowledge and strategies they need to succeed. I am eager to connect with clients and colleagues who seek expertise in trust planning, tax strategies, and effective governance for their businesses.

Experience

1. Senior Legal Counsel

   Taxology Llc

   Apr 2016 — Present · Washington, DC, US

   Tax Attorney with over 25 years of experience handling tax controversy matters, tax preparation and tax and financial planning. Represents individuals, businesses, business owners, and tax return preparers in all tax controversy matters. In-depth experience handling civil tax audits and criminal tax matters, including tax evasion and tax return preparer fraud.

Education

• Tulane University Law School

  Juris Doctor (J.D.)