Firm Overview

The firm consists of Thomas C. Morrison and Valerie A. Balukas.

Mr. Morrison has extensive experience in private tax practice, concentrating on tax planning and tax dispute resolution. He has had 22 years of prior experience with the I.R.S. as both a trial attorney and as manager for the I.R.S. Washington, D.C. Office of District Counsel. He holds also an LL.M. in Taxation at New York University.

Ms. Balukas (formerly Thresher) has state and federal trial experience in civil business litigation and injunctive relief. During her career Ms. Balukas has represented diverse clients in commercial transactions, estate planning, and civil litigation matters.  She advises private business owners on the formation and management of business entities, and drafts or reviews contracts for the sale and purchase of business interests. She works closely with clients to create individualized estate plans and annual gifting plans to minimize taxation on generational transfers of wealth, family owned businesses, and family owned farms/ranches.