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Rachel Ann Simon
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Rachel Ann Simon

Practice areas:

Business, Tax

About Me

Rachel Simon is an attorney in the firm's Corporate, Securities and Tax Section, where she provides legal counsel and representation to corporate and business clients, as well as to individuals, in a broad range of tax and financial matters. 


She handles complex commercial business transactions, strategic tax planning and controversies, corporate law, including mergers and acquisitions, real estate law and numerous other areas pertaining to finance.  She represents individuals and families in estate planning matters, including wills and trusts, state and federal tax controversy resolution and more. 


Ms. Simon provides personalized, sophisticated legal counsel to her clients. Her primary focus is the protection of her clients’ business and personal interests. 


AREAS OF EXPERTISE



  • Small business start-ups – federal tax compliance, business transactions, corporate law issues  

  • Company formation – corporate governance and structuring, tax structuring, shareholder matters  

  • Corporations, partnerships and sole proprietorships – helping clients determine the most appropriate business structure for their needs  

  • Non-profit formation and governance – advising clients in all related non-profit matters 


In addition to the previously mentioned areas, Ms. Simon provides representation and counseling in the following areas: 



  • FBAR compliance – FBAR is a Report of Foreign Bank and Financial Accounts. Individuals in the U.S. who have accounts in foreign countries with a value exceeding $10,000 are required to file an FBAR. Note that this pertains to all overseas accounts combined wherein the value topped $10,000 at any point during the calendar year  

  • Sales tax compliance – Attorney Simon provides legal counsel and representation in matters pertaining to sales and use tax, including audits, appeals, special fees, multi-state taxes and more  

  • Estate planning – Preparation and drafting of wills and trusts; selection of trustee, executor; minimizing estate taxes by careful asset organization


  


 

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Photos and Videos

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Practice Areas

Licensed since 2008

  1. Tax: 50%
  2. Business: 50%

Payment

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

2 total 

  • Seyed Abbas Kazerounian

    I endorse this lawyer. Rachel is an incredible and smart lawyer. She is one of the best out there.

    More 

    Seyed Kazerounian Litigation Attorney
    Relationship: Fellow lawyer in community

  • Joseph Arthur Roberts

    Rachel is a dedicated advocate for her clients. She is very knowledgeable in her field and works hard to deliver the best results for her clients.

    More 

    Joseph Roberts Chapter 13 Bankruptcy Attorney
    Relationship: Fellow lawyer in community

Contact Info

Rutan and Tucker, LLP

611 Anton Blvd.
14th Floor
Costa Mesa, CA, 92626

Resume

License

StateStatusAcquiredUpdated
CAActive200805/25/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Preeminent 5.0 out of 5Martindale-Hubbell2014
Graduation with High DistinctionLoyola Law School2012
ScholarshipLloyd S. Griffin Scholarship2007

Work Experience

TitleCompany NameDuration
AttorneyR.A. Simon Law2013 - Present
PartnerWasson & Simon2011 - 2013
AssociateGartenberg Gelfand Wasson & Selden2008 - 2011
Judicial ClerkJudge David M. Szumowski2007 - 2008

Associations

Association NamePosition NameDuration
Orange County Women Lawyers AssociationMember2013 - Present
Long Beach Diagonal ToastmastersMember2013 - Present
Orange County Bar AssociationMember2008 - Present

Legal Cases

Case NameOutcome
Tranan Management Corporation v. CommissionerStipulated Settlement
Tifkat, LP v. CommissionStipulated Settlement
Tranan Management Corporation v. CommissionerStipulated Settlement

See all Legal Cases 

Publications

Publication NameTitleDate
California Continuing Education of the Bar (CEB)Co-Author of CEB Guide: Counseling California Corporations: Chapter 2 "Advising the Board"2014
Mediate.comMediation and Culture: How different cultural backgrounds can affect the way people negotiate and resolve disputes2007

Education

School NameMajorDegreeGraduated
University of Southern CaliforniaBusinessMBA - Master of Business Administration2015
Loyola Law School, Loyola Marymount UniversityTaxationLL.M - Master of Laws2012
California Western SOLLawJD - Juris Doctor2007
Hofstra UnivPolitical ScienceBA - Bachelor of Arts2002