About

Highly experienced, analytical attorney specializing in estate planning, tax, audit, and procedural and business issues at state and federal levels. Certified as a Tax Specialist by the State Bar of California. Leader in professional and community organizations. Vietnam Veteran. Co-leader of annual Washington trip at which academic papers are presented to the Internal Revenue Service, U.S. Treasury Department, U.S. Tax Court, and the attorneys for the House and Senate tax writing committees and Joint Committee on Taxation. Expert in tax audits and tax appeals. Years of primary responsibility for numerous tax audits (primarily field audits) - both state (Franchise Tax Board, State Board of Equalization, Employment Development Department) and federal tax appeals, U.S. Tax Court petitions, Offers-in-Compromise and Installment Agreements, Innocent Spouse Applications, and trust fund penalty and other tax collection issues. Supervision of the preparation of over 7,500+ individual, gift and estate, trust, pension, partnership, and corporate tax returns. Provider of legal and tax services to over 800 clients ranging from individual taxpayers, partnerships, trusts and estates, pension plans, small corporations and limited liability companies, to multi-national corporations. As a result of this involvement, I am familiar with issues of choice and structure of entity, tax treatment of capital gains, deductions, methods of accounting, timing of income, installment sales, sales of corporate assets and corporate stock, independent contractor issues, water's edge elections, tax treaties, pension plan investments and loans, leases, financing and lease treatment of tenant improvements, estate planning, and so forth.   

Practices Areas

Estate Planning

Language

English

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