When navigating the complexities of taxation, estate planning, or business succession, securing knowledgeable and experienced legal counsel is paramount. John Morgan Lawyer stands out as a dedicated attorney committed to providing comprehensive legal services to closely-held businesses, their owners, individuals, and families. His multifaceted expertise encompasses a wide range of critical areas, ensuring clients receive tailored and effective solutions for their unique needs.
John Morgan expertly guides clients through essential estate planning processes, including the preparation of last wills and testaments, intricate trust agreements, advance medical directives, and powers of attorney. His proficiency extends to the sensitive and crucial administration of estates and trusts, ensuring a smooth and legally sound process for all parties involved. Furthermore, John Morgan lawyer possesses significant experience in negotiating with the Internal Revenue Service (IRS), advocating for his clients’ best interests and striving for optimal resolutions in tax-related matters. His approach to planning for optimal tax treatment is proactive and strategic, aiming to minimize liabilities and maximize financial well-being for his clients. Businesses seeking formation and management guidance, including those aiming for 501(c)(3) tax-exempt status, will find John Morgan lawyer an invaluable resource.
Before joining Rees Broome, John Morgan lawyer honed his skills at Alvarez & Marsal in Washington, D.C., where he concentrated on the intricate landscape of state and local, federal, and international tax compliance and consulting for both individuals and businesses. This experience provided him with a robust foundation in tax law, which he further developed at Ritzert & Leyton, PC (now Gombos Leyton, PC). It was here that he deepened his focus on estate planning and administration, alongside tax planning and controversy work, solidifying his reputation as a well-rounded and capable attorney.
What distinguishes John Morgan lawyer is not only his legal acumen but also his diverse professional credentials. Licensed to practice law in Virginia, Maryland, and the District of Columbia, he further holds certifications as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). This unique combination of legal and financial expertise allows John Morgan lawyer to approach each client’s situation with a holistic and multifaceted perspective, considering all angles to provide the most effective and comprehensive advice. He has a proven track record of assisting a diverse clientele, ranging from professional athletes and military personnel to families with special needs children and small business owners, demonstrating his adaptability and commitment to serving a broad spectrum of legal needs. Whether clients require a simple will, a complex special needs trust, or guidance on real estate holding trusts, John Morgan lawyer is equipped to provide insightful counsel and tailored solutions.
In addition to his estate planning and transactional practice, John Morgan lawyer maintains a dedicated tax controversy practice. He skillfully represents clients in preparing offers in compromise to resolve tax debts, negotiates manageable payment plans with tax authorities, and meticulously prepares and files both federal and state estate tax returns. Moreover, he provides robust representation for clients facing IRS inquiries and audits, ensuring their rights are protected and advocating for favorable outcomes.
Beyond his civilian legal practice, John Morgan lawyer also serves as an Officer in the Maryland Air National Guard, 175th Wing, based in Baltimore County, Maryland, demonstrating his commitment to service and leadership. His dedication to education is also evident in his former role as an Adjunct Professor of Accounting at Northern Virginia Community College, where he imparted his knowledge of federal income taxation to aspiring professionals. Furthermore, John Morgan lawyer has actively engaged with the legal community, having served as a former Co-Chair of both the Wills, Trusts, and Estates Section and the Tax Section of the Fairfax Bar Association, underscoring his respected standing and leadership within his field.
John Morgan lawyer is a trusted advisor who brings a wealth of experience, diverse credentials, and a client-centered approach to every case. His commitment to excellence and comprehensive understanding of law and finance make him an exceptional choice for individuals, families, and businesses seeking expert legal guidance.
