Henry Daniel Lively
Newport Beach, CA
N/A
Law Degree
Awards
Primary Practice Area
Estate Planning
Language
English
About
What The Lively Law Group Does For Its Clients: IRS Problem, EDD Problems, FTB Problems, BOE Problems, and Tax Problems affect almost everyone these days. You most likely came to my profile because you have been contacted by the IRS, EDD, FTB and / or the BOE. When anyone contacts you from one of these agencies your initial reaction was most likely to panic and start searching the Internet for a solution or a company that can handle the problem for you. This is obviously not the time to try and handle the problem yourself. This could lead to an even greater disaster. Remember, these agencies are not your friend. Their only goal is to extract additional tax, interest and penalties from you and if you do not know what you are doing this could be financially catastrophic. You need a seasoned tax professional who does this type of work on a daily basis to lead you to your best result. Tax defense is a lot like criminal defense in that there is definitely and art to the process that only an experienced tax professional like my self is equipped to handle. I am a Certified Public Accountant (CPA) and Tax Attorney that is Certified as a Tax Specialist by the State Bar of California Board of Legal Specialization. My practice is limited to the defense of taxpayers against these agencies. I have defended taxpayers like yourself in literally hundreds of cases since 1983. My success rate speaks for itself. Most taxpayers believe that their tax problems are unsolvable and stick their heads in the sand hoping the problem will go away. However, a proactive approach is the only way to solve a tax problem. There is always a solution. I provide the necessary solutions for you involving audits, tax liens, appeals, tax levies, payroll tax issues, non-filing, IRS Collections, Installment Agreements, Offers in Compromise and numerous tax issues up to and including filing a petition in the United States Tax Court, if necessary. I provide a complete defense for your tax problem. I am one of only about 400 tax attorneys certified as a tax specialist in California. Becoming a tax specialist is a rigorous process and requires extra education annually and re-certification every five years. My credentials and track record as a tax professional is proven and I will use this experience and knowledge to effectively assert your rights. I take your tax problem off your shoulders and put them on to mine to give you peace of mind. I will give you an initial assessment of your case so that you will know exactly where you stand and what the possible solutions are to your problem. Call me and lets get your case started so that you can get back to living your life without this shadow hanging over you.About our Founder Henry D. Lively: Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. He is the past Chairman of the California State Bar Tax Policy Committee. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by Ernst and Young). Dan has practiced as a CPA and Attorney in the area of taxation for 26 years. He has represented clients before the United States Tax Court, and various other courts in California, the Appeals and Audit Division of the Internal Revenue Service, before the State Board of Equalization, and the California Franchise Tax Board. Dan has earned the prestigious American Jurisprudence Award and Cal Jur Award for excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax. This means that Dan was the top student in these classes in law school. The very classes that he chose to focus his practice on. Dan serves on the tax litigation committee of the State Bar of California. He is a member of the tax, and trust and probate sections of the Orange County Bar Association, as well as the American Bar Association. He is also a member of the Orange Coast Estate Planning Council. He is the past Chairman of the Tax Policy committee of the California State Bar. Representing California and the members of the California State Bar in Tax Policy issues. Dan regularly writes and speaks on the subjects of tax and estate law. He regularly contributes to Taxing Advice, a Blog dedicated to providing advice on tax matters (http://taxingadvice,blogspot.com). Dan served on the Board of Directors for the Apartment Association Southern Cities, and for the JSerra High School Ice Hockey Program. Dan can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. He also provides Estate and Tax planning, prepares Estate and Gift Tax Returns, develope Asset Protection strategies, forms Corporations and Partnerships, Administers Trusts, and Probates Estates.
Practices Areas
Estate Planning
Language
English
Contact
The Lively Law Group, PC4675 MacArthur CourtSuite 550Newport Beach, CA, 92660
Office: N/A
Website: N/AReviews
I hired Mr. Lively at the Lively Law Group to handle some financial/legal situations during a very difficult time in my life. Mr. Lively was very knowledgeable in both the financial and legal sides of my situation. He provided excellent and personalized service in expediting my case and resolving my legal issues. Mr. Lively holds a CPA and was notably willing to offer advise in assisting me with creating a stable & more robust financial future. As a result, today my financial outlook is strong and continuously improving. I highly recommend his services for any legal matter needing a complete and quick resolution.
I did not think that I would ever get back in the system until I met Mr. Lively. My FTB and IRS matter were handled by Mr. Lively at the same time and now I have my life back. I cannot tell you the weight that this has lifted off my shoulders. Thank-you, Thank-you.
I have used several tax lawyers in the past and Mr. Lively is by far the most compassionate and understanding. He took the time to review and understand my problem and then recommended a course of action that was both practical and coat effective. I would absolutely use him again and I highly recommend him to anyone that has an IRS problem like I did. Problem solved and I can now move on with my life.
I have worked with Dan extensively through my divorce, taxes, and setting up my family trust. He is very efficient and trustworthy and is an expert in all his fields. I would highly recommend him to anyone.
Dan is wonderful to work with. He takes the time to listen, he is honest and direct . I've worked with Dan on both my personal taxes and Trust needs as well as referred him to both family members and my clients.
I was referred to Dan Lively by a colleague of mine. I needed guidance/assistance on a Franchise Tax Board matter that came up. After meeting with Dan and discussing my situation, it was clear this attorney was the person I wanted handling my case. Dan is a very knowledgable in a number of fields and handled my situation with complete satisfaction. This attorney takes pride in his clients. I was kept abreast of the progress of my case throughout its process.
Mr. Lively handled a tax situation for us with the utmost professionalism. He is clearly well versed in this field. He is extremely approachable and a good listener. Taxes are a scary topic for most people. Dan took the worry away. He is genuinely concerned about his clients. Our tax matter was resolved and Mr. Lively saved us thousands of dollars. We will continue to use Dan in the future for all tax matters.
Mr. Lively took over my IRS case. Before I retained Mr. Lively I could not sleep at night worrying about my IRS problem. Once Mr. Lively began my case I felt like a tremendous weight was lifted from my shoulders. I did not have to meet with the IRS anymore and I was kept up to date with what was happening on a regular basis. I could not be more pleased with the outcome. I would definitely recommend Mr. Lively if you have an IRS problem.
Dan and his team have helped prepare my corporate and personal tax returns for almost ten years. During this time, he has proven to be an invaluable resource, advising and providing counsel related to significant decisions that resulted in the avoidance of previously unforeseen pitfalls and easily tens of thousands in savings. I will be a client of Dan's as long as he continues to practice law, which hopefully will be a very long time.
I've engaged Dan many times over the past 9 years and I have financially benefited from his knowledge pertaining to tax preparation and estate planning. Without hesitating I would recommend Dan for clients needing tax preparation or guidance in estate planning.
I hired Mr. Lively at the Lively Law Group to handle some financial/legal situations during a very difficult time in my life. Mr. Lively was very knowledgeable in both the financial and legal sides of my situation. He provided excellent and personalized service in expediting my case and resolving my legal issues. Mr. Lively holds a CPA and was notably willing to offer advise in assisting me with creating a stable & more robust financial future. As a result, today my financial outlook is strong and continuously improving. I highly recommend his services for any legal matter needing a complete and quick resolution.
I did not think that I would ever get back in the system until I met Mr. Lively. My FTB and IRS matter were handled by Mr. Lively at the same time and now I have my life back. I cannot tell you the weight that this has lifted off my shoulders. Thank-you, Thank-you.
I have used several tax lawyers in the past and Mr. Lively is by far the most compassionate and understanding. He took the time to review and understand my problem and then recommended a course of action that was both practical and coat effective. I would absolutely use him again and I highly recommend him to anyone that has an IRS problem like I did. Problem solved and I can now move on with my life.
I have worked with Dan extensively through my divorce, taxes, and setting up my family trust. He is very efficient and trustworthy and is an expert in all his fields. I would highly recommend him to anyone.
Dan is wonderful to work with. He takes the time to listen, he is honest and direct . I've worked with Dan on both my personal taxes and Trust needs as well as referred him to both family members and my clients.
I was referred to Dan Lively by a colleague of mine. I needed guidance/assistance on a Franchise Tax Board matter that came up. After meeting with Dan and discussing my situation, it was clear this attorney was the person I wanted handling my case. Dan is a very knowledgable in a number of fields and handled my situation with complete satisfaction. This attorney takes pride in his clients. I was kept abreast of the progress of my case throughout its process.
Mr. Lively handled a tax situation for us with the utmost professionalism. He is clearly well versed in this field. He is extremely approachable and a good listener. Taxes are a scary topic for most people. Dan took the worry away. He is genuinely concerned about his clients. Our tax matter was resolved and Mr. Lively saved us thousands of dollars. We will continue to use Dan in the future for all tax matters.
Mr. Lively took over my IRS case. Before I retained Mr. Lively I could not sleep at night worrying about my IRS problem. Once Mr. Lively began my case I felt like a tremendous weight was lifted from my shoulders. I did not have to meet with the IRS anymore and I was kept up to date with what was happening on a regular basis. I could not be more pleased with the outcome. I would definitely recommend Mr. Lively if you have an IRS problem.
Dan and his team have helped prepare my corporate and personal tax returns for almost ten years. During this time, he has proven to be an invaluable resource, advising and providing counsel related to significant decisions that resulted in the avoidance of previously unforeseen pitfalls and easily tens of thousands in savings. I will be a client of Dan's as long as he continues to practice law, which hopefully will be a very long time.
I've engaged Dan many times over the past 9 years and I have financially benefited from his knowledge pertaining to tax preparation and estate planning. Without hesitating I would recommend Dan for clients needing tax preparation or guidance in estate planning.