Company Performance Metrics
Stein & DiMatteo is a law firm that focuses on estate planning, estate administration, tax planning, tax controversy, and business transactions. The firm assists clients with wills, powers of attorney, healthcare directives, trusts, and related estate and gift planning documents. It guides executors and administrators through probate and estate
administration, from gathering assets to final distributions. Its tax practice includes complex personal and business tax planning, entity formation, restructurings, and transaction-related tax analysis. The firm also represents individuals and businesses in disputes with the IRS and state taxing authorities, including audits and collections. In addition, it counsels business owners on formations, partner changes, succession planning, and mergers and acquisitions.
