Robert E. Ward

Robert Ward is our exclusively recommended Tax Law expert in Maryland on the Advisory Excellence website. If you need assistance in this area, please contact Robert directly using the contact details listed above.

Robert is a nationally recognised authority on tax, business and estate planning. Mr. Ward has taught law as an adjunct professor at the George Mason University School of Law, where he conducted classes in Estate and Gift Taxation, Estate Planning, and Business Planning from 1986 until 2015. He has also taught as an adjunct faculty member at the University of Baltimore School of Law: Fiduciary Income Taxation (1988) and at Golden Gate University’s Masters in Taxation Program: Taxation of Corporations and Shareholders (1982). He currently teaches Topics in Taxation: United States Taxation at the University of British Columbia’s Peter A. Allard School of Law.

• Practice Areas: Tax Law; Business Planning; Estate Planning; International Taxation; International Tax Planning; Foreign Trusts
• Bar Admissions: 1981, Washington and U.S. District Court, Western District of Washington; 1983, California; 1985, Maryland and U.S. Tax Court; 2008, Practitioner of Foreign Law, Law Society of British Columbia
• Education: Boston University of Law School, Graduate Tax Program, LL.M. (Taxation), 1981; Santa Clara University, J.D., 1980; Northwestern University, B.A., 1975
• Memberships: Licensed Practitioner of Foreign Law by Law Society Of British Columbia; State Bar of California; Washington State, Maryland State, and American (Member, Sections on: Taxation; Real Property; Probate and Trust Law) Bar Associations.

Firm Overview:

Reliable, current guidance on tax consequences for individuals and businesses WardChisholm, LLP provides select tax services to individuals and businesses. Broadly speaking, our practice includes representation in:

• Securing wealth for individual clients: Services for individuals include estate planning, asset protection planning, representation before the Internal Revenue Service and U.S. Tax Court, premarital and post marital agreements, employment and executive compensation agreements, probate and estate administration, and formation of foreign trusts.
• Efficient planning for business enterprises: For businesses, we offer business formation planning and entity selection, tax-efficient structures for business acquisitions and dispositions, business succession planning, securities compliance for private equity transactions (including preparation of private placement memoranda and SEC filings), design of stock options and other forms of equity compensation, cross-border and other foreign tax planning, and representation of businesses and their owners before the Internal Revenue Service and the U.S. Tax Court.