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Stuart Mark Hurwitz
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Stuart Mark Hurwitz

Practice areas:

Taxation, Estate Planning

Client reviews

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About Me

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.


 


 


 

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Practice Areas

Licensed since 1972

  1. Taxation: 70%
  2. Estate Planning: 30%

Attorney Endorsements

1 total 

  • Giacomo Jacques Behar

    I wholeheartedly endorse this lawyer. A top-notch attorney, highly respected in the legal community.

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    Giacomo Behar Immigration Attorney
    Relationship: Fellow lawyer in community

Contact Info

3585 4th Ave
San Diego, CA, 92103

Resume

License

StateStatusAcquiredUpdated
CAActive197208/19/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Super LawyerSuper Lawyers2011
Five Star Wealth ManagerFive Star Professional2011
Super LawyerSuper Lawyers2010
Super LawyerSuper Lawyers2009

Work Experience

TitleCompany NameDuration
Instructor of Corporate TaxationUniversity of San Diego School of Business2004 - 2005
Taxation and Estate Planning Attorney at LawCPA and Law Offices1994 - Present
Real Estate BrokerSelf Employed1974 - 2002
General Contractor (B-1 license)Self Employed1974 - 1990
Captain - Active DutyUnited States Army Reserves1969 - 1971

Associations

Association NamePosition NameDuration
State Bar of California, Taxation SectionChairman2005 - 2006
State Bar of California, Taxation Section, Tax Procedure and Litigation CommitteeEditor of quarterly newsletter2004 - 2005
San Diego County Bar Association, Taxation Law SectionN/AN/A

Publications

Publication NameTitleDate
California Tax Lawyer MagazineQualified Amended Returns: Expanding the Safe Harbor2009
California Tax Lawyer MagazineCommon Ground...Conservation Easements: Matching Conservation Values to the Public with Tax Benefits to the Donors2008
California Tax Lawyer MagazineFunding the Internal Revenue Service as an "Off-Budget" Agency2007
Journal of TaxationCan an Attorney Participate in the Writing of an Expert's Witness Report in Tax Court2004
California Tax Lawyer MagazineValuation and Court-Appointed Experts: Hats Off to the U.S. Tax Court for Using Federal Rule of Evidence §7062002
California Tax Lawyer MagazineIf the Net Income or Gain Allocated to a Non-Material Partner Securities (Trading) Partnership is 'Not From a Passive Activity,' Then What Is It?1999

Education

School NameMajorDegreeGraduated
University of San Diego School of LawTaxationLL.M - Master of LawsN/A
University of Nebraska College of LawLawJD - Juris DoctorN/A
Ohio State UniversityAccountingBS - Bachelor of ScienceN/A

Speaking Engagements

Conference NameTitleDate
State Bar of California, Continuing Education of the Bar (CEB) Governing CommitteeWorker Classification and Employment Taxes2013