Year-End Tax Planning: Qualified Charitable Distributions (QCDs) from Your IRA
For clients with significant income and retirement savings, charitable giving can do...
Trusted Tax Counsel for Founders, Investors, and Families
When you’ve built something valuable, protecting it isn’t optional — it’s essential. Oakgrove Legal Strategies helps founders, investors, and families design tax strategies that preserve wealth, minimize exposure, and stand up under scrutiny.
For 10 years, Kieran litigated some of the most complex tax cases in the country as a Trial Attorney with the U.S. Department of Justice, Tax Division — advising the IRS Commissioner, U.S. Solicitor General’s Office, and other top federal leaders. She earned DOJ’s Outstanding Attorney Award six times and defended the United States in cases involving tens of millions in tax exposure.
Now, as Founder of Oakgrove Legal Strategies, she brings that same insider knowledge to the private sector. Kieran focuses on tax strategies that help clients keep more of what they’ve earned. She advises primarily on QSBS, charitable giving structures, and using trust and estate planning to minimize her clients’ tax burdens. Additionally, she takes on high-stakes tax controversies and leverages her insider knowledge of how the IRS and DOJ attorneys litigate.
If you want tax planning that anticipates challenges before they arise — and an advocate who knows exactly how the IRS thinks — let’s talk. Connect with Kieran here at Kieran@oakgrovelegalstrategies.com
Oakgrove can help preserve and grow your capital through efficient tax and estate planning. But I also hope to be your partner in building a legacy that truly matters. My firm’s services are meticulously designed to align your financial aspirations with your philanthropic and charitable goals, ensuring your family’s long-term vision is realized efficiently and effectively.
Kieran Carter spent the first 15 years of her legal career at the intersection of tax law, high-stakes litigation, legacy planning. As a senior trial attorney in the U.S. Department of Justice’s Tax Division, she led litigation in complex tax and fiduciary cases across the country—often involving multi-million-dollar disputes, trust structures, and closely held assets.
Kieran also served in DOJ leadership as Counsel to the Deputy Assistant Attorney General for Policy and Planning at the Tax Division, advising on tax cases before the Supreme Court and handling sensitive matters involving the IRS, Congress, and the White House. Prior to DOJ, she was a criminal prosecutor for the Commonwealth’s Attorney’s Office in Fairfax County, Virginia, where she tried over 400 bench trials and 24 jury trials.
Today, Kieran helps clients navigate sophisticated tax strategy and estate transitions. She offers tax planning not in isolation, but as part of a broader, integrated wealth management strategy that considers estate planning and potential litigation risks. She also seeks to empower families to foster a shared vision for their wealth, providing legal frameworks to equip and inspire the next generation to learn, lead, and contribute to their family’s enduring legacy.

Oakgrove provides meticulous guidance on complex federal and state tax matters, ensuring full compliance while strategically optimizing your tax positions to preserve and grow your wealth.

Our expertise ensures your assets transition seamlessly across generations. We develop sophisticated strategies to minimize estate, gift, and generation-skipping transfer taxes, safeguarding your family's financial future.

We craft comprehensive estate plans that reflect your wishes, protect your assets, and provide clear directives for your family's future, including wills, trusts, and powers of attorney.

Should disputes arise with tax authorities or within complex trust and estate matters, Kieran Carter’s experience litigating over 400 trials ensures you have a robust defense and strategic representation to protect your interests.
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Welcome to Oakgrove Legal Strategies, where sophisticated legal expertise meets a profound...
Welcome to Oakgrove Legal Strategies, where sophisticated legal expertise meets a profound commitment to your family’s enduring legacy.
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