The Doherty Professional Association is committed to delivering exceptional client service. As part of that commitment, you will be assisted at every step as we work together to advance your financial and legal goals. The professional practice of the office focuses on:
It
is important for families to understand not only their estate planning
needs, but also their options. Advice and counsel is provided to enable
the formulation and implementation of a plan for transferring wealth to
your intended beneficiaries, utilizing the most sophisticated tax efficient
techniques available, consistent of course, with the client's personal
goals and objectives. There is no single estate planning technique that
satisfies everyone's needs. The objective is to help you to define your
goals and to implement solutions that work for you. This process involves
much more than the simple preparation of wills and trusts. Most clients
are concerned with reducing or eliminating gift and wealth transfer taxes.
Techniques frequently advocated in this regard include: family limited
partnerships, life insurance trusts, grantor retained annuity trusts and
generation-skipping trusts.
Many
clients have Mr. Doherty analyze their financial and legal circumstances,
and ask that he prepare a written evaluation and make recommendations.
His qualifications and professional experience as an attorney with a master's
degree in taxation; a Certified Financial Planner™; and, someone
who has been helping individuals and businesses solve financial problems
for more than 25 years make him uniquely qualified in this area. In this
process, he evaluates an individual's circumstances and formulates a course
of conduct so that financial circumstances can be improved. The dictates
of the College for Financial Planning in Denver, Colorado for a competent
financial plan are followed, and every planning client receives a written
analysis of their position, and a written proposal outlining Mr. Doherty's
thoughts on the implementation of a plan of action.
Individuals and businesses are often unaware of the opportunities insurance can provide to protect, and enhance, assets and wealth. Frequently, the client has in place an insurance program designed years ago, even though the client's current needs are vastly different. The Doherty Professional Association offers unbiased, objective, advice on life insurance, disability insurance, long-term care insurance and annuities. Advice is given on how to properly use these products to advance your family's financial circumstances, and whether the client should even have a particular type of insurance coverage.
The
proper form of entity to conduct business is an important decision. Clients
are counseled as to the specific advantages associated with available
forms of entity, such as corporations, partnerships, limited liability
companies, professional corporations, and business trusts. All offer advantages,
as well as complications, which may enhance, or hinder, the success of
a business venture.
The
office accepts representation of clients in securities fraud cases, and
suits alleging stockbroker misconduct, including claims of churning, breach
of fiduciary duties, unsuitable investment recommendations, misrepresentations,
and negligence. Cases are litigated in courts of appropriate jurisdiction
or before arbitration panels of the National Association of Securities
Dealers.
Planning
Mr. Doherty is not only a lawyer who holds a Master's Degree in Taxation from Boston University Law School, he also he been involved in business management. Accordingly, he is someone who understands and appreciates a client’s business, financial and legal needs from a practical viewpoint. He participation in planning, structuring, and implementation of a business transaction emphasizes that practicality as well as the tax implications.
Controversies
Mr. Doherty is available to represent taxpayers in proceedings before the Internal Revenue Service, as well as state and local taxing authorities.
