Rachel assists high-net-worth family groups with individual tax and financial planning, trust and estate taxation issues, family succession planning, and private foundation compliance and consulting. She uses a holistic approach to tax and wealth planning to ensure all aspects and needs of the client’s family are considered.
Steve is a shareholder at D&S and offers tax compliance services and tax planning for individuals and closely held businesses. He frequently works with clients in the real estate industry, the medical field and in the legal profession, including both law firms and individual attorneys. Steve is also among the firm’s go-to advisors in state and local taxation and QOZ issues.
Joseph is an Enrolled Agent with a passion for thinking strategically. He assists expatriates with compliance, helps business owners align business goals and expansions with supporting tax strategies, and represents clients before taxing authorities. A versatile advisor and thoughtful listener, Joseph enjoys watching clients grow and become more tax-savvy. He is fluent in French and Arabic.
Chris grasps complex issues faster than some much more seasoned advisors. He’s able to sift through the noise and understand the facts of a situation. Chris is adept at real estate matters from the sides of the developer, owner and investor. Pass-through entity taxation and QOZ issues are areas in which he has become a leader in the firm.
Joe is quiet, but don’t mistake that for a lack of passion. He loves his Philadelphia sports teams and complex tax work. You’ll find Joe training associates, presenting to groups around the city and lending his expertise to some of the most complex clients at D&S. He has an affinity for real estate partnerships, other pass-through entities, closely held businesses and high-net-worth individuals.
Helen helps clients sustain and grow their wealth by striving for efficiencies in planning. She works with high-net-worth families and international clients on compliance and enjoys working on trusts, ensuring the successful transfer of wealth from one generation to the next. Helen is one of several multi-lingual Tax Warriors® who use this asset to help us across the globe.
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