Ryan Schroeder is an associate in the firm’s Business and Tax practice groups. Prior to joining PFS, Ryan spent several years at an international law firm in Chicago. In that role, Ryan advised clients on federal, state, and local tax...

Justin M. Prince is a partner in the firm’s Estate Planning and Social Impact & Innovation Practice Groups. Justin is experienced in designing estate plans for individuals and families that clearly capture their intent, minimize taxes, and reduce liability exposure....

Marc Z. Samotny is a partner in the firm’s Business, Finance and Tax Law (including Estate Planning) Practice Groups. For more than 40 years, Marc has counseled privately held businesses and investors on a wide range of matters including mergers...

Andy Lau is a partner in the firm’s Estate Planning, Social Impact & Innovation, and Tax Practice Groups. Andy’s practice concentrates principally on estate and wealth planning.  He counsels business owners, wealthy families and closely-held businesses in business and succession...

Joel G. Shapiro is a partner in the firm’s Corporate, Finance and Tax Practice Groups. Joel represents clients in a variety of businesses and industries in tax, corporate and securities matters. In particular, he regularly advises clients on the federal...

Jeffrey H. Frank is a founder of and now Of Counsel to the firm. Jeff has a wide range of legal expertise, but focuses on practice in the areas of federal and state taxation, corporate, partnership, Limited Liability Company, securities...

Chad Buttell is a partner in the firm’s Business Law, Tax, and Social Impact & Innovation Practice Groups. Chad joined PFS in 1998, after several years at another firm where his practice included business, real estate, estate planning, and tax...