Porzio, Bromberg & Newman, P.C. | Contents of this website may contain attorney advertising | Results may vary depending on your particular facts and legal circumstances
In the complex fields of tax and elder law planning, your choice of legal representation makes all the difference. Finding a trusted advocate means selecting an attorney who not only understands the intricacies of the law but who also takes the time to understand you—your goals, your challenges, and your vision for the future.
Deirdre R. Wheatley-Liss, a highly respected German-Irish woman tax attorney, provides this unique blend of expertise and personalized guidance, creating secure, tailored solutions for individuals, families, business owners, and non-profit organizations.
Deirdre’s extensive background in tax law, elder law, estate planning, and asset protection goes beyond technical expertise. As a Certified Elder Law Attorney (CELA) and holder of an LL.M in Taxation, she offers a compassionate approach that combines legal precision with a deep understanding of her clients’ needs and concerns. Her clients benefit from a strategic advocate who is dedicated to simplifying complex issues and providing peace of mind.
For business owners, Deirdre brings a proactive approach to growth and succession planning. She understands that protecting the long-term value of a business requires more than just legal compliance; it demands a strategy that reduces tax obligations, safeguards assets, and prepares for a seamless exit or transfer of ownership.
Her personalized counsel on business structures and asset protection means that clients retain more of their hard-earned profits, minimizing the tax “bite” from their silent partner—the IRS. Each decision is made with an eye on both present needs and future goals, ensuring that the business thrives across generations.
When it comes to individuals and families, Deirdre’s services center around creating security and safeguarding legacies as well as preserving wealth across generations. From estate planning and tax protection to special needs and long-term care planning, her approach addresses each family’s unique circumstances and future hopes.
Recognizing that these issues involve sensitive personal dynamics, she offers a compassionate ear and sound advice, whether it’s drafting wills and trusts or crafting strategies to protect assets from the costs of long-term care. Her elder law expertise provides critical support as clients navigate these personal and financial crossroads.
Deirdre’s commitment to community extends to non-profit organizations, where she offers invaluable guidance on tax compliance, operational planning, and regulatory challenges. By advising family foundations, educational institutions, and community organizations on everything from tax filings to strategic growth, Deirdre helps these groups focus on their mission without being sidetracked by legal or tax obstacles.
Her thorough understanding of IRS requirements and best practices helps each organization stay compliant while maximizing the positive impact they bring to their communities.
In an ever-changing legal landscape, working with Deirdre means having a partner who is proactive, deeply knowledgeable, and dedicated to your success. She offers a trusted approach that balances forward-thinking strategies with individualized support, whether she’s working with a business owner, a family, or a non-profit.
Her clients appreciate the confidence she instills by keeping their best interests at heart, empowering them to make decisions that lead to secure and meaningful outcomes.
Choosing Deirdre R. Wheatley-Liss as your attorney is more than a practical decision; it’s an investment in a secure and thoughtful future. With her on your side, you can navigate the complexities of tax and elder law planning with clarity, compassion, and the confidence that comes from working with a trusted advocate.
