Practice Description

Mr. Caulfield focuses his practice on tax, estate planning, and tax-exempt organizations. He advises clients on general tax matters, business acquisitions and dispositions, partnerships, family wealth transfer planning, international tax considerations, and charitable organizations/charitable giving as well as state and local taxes and tax controversies. Mr. Caulfield is an editor and frequent contributor to Practical Drafting®, published by U.S. Trust, Bank of America Private Wealth Management. He is the author of the Factors actuarial calculation software distributed by Practical Drafting® magazine.