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Henry Daniel Lively

Henry Daniel Lively

also known as Dan Lively

Practice areas:

Taxation, Estate Planning

About Me

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.

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Languages Spoken: Spanish, English

Photos and Videos

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Practice Areas

Licensed since 1998

  1. Estate Planning: 50%
    18 years, 415 cases
  2. Taxation: 50%
    18 years, 625 cases

Payment

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

47 total 

  • Simon Kabzan

    I endorse this lawyer as one who is a specialist in their field and highly recommend.

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    Simon Kabzan Divorce & Separation Attorney
    Relationship: Other

  • Robert Werner von Dohlen

    I endorse this lawyer.

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    Robert von Dohlen Insurance Attorney
    Relationship: Fellow lawyer in community

Contact Info

The Lively Law Group, PC

4675 MacArthur Court
Suite 550
Newport Beach, CA, 92660

Resume

License

StateStatusAcquiredUpdated
CAActive199808/19/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Top Lawyer Taxation LawOC Metro Magazine2014
AVVOTop Contributor2014
Certified Specialist - Taxation LawState Bar of California2014
Top Lawyer Taxation LawOC Metro Magazine2013
Certified Specialist - Taxation LawState Bar of California2013
Top ContributorAVVO2013
Top LawyerOC Metro Magazine2012
Certified Specialist - Taxation LawState Bar of California2012
Certified Tax SpecialistState Bar of California2011
Top LawyerOC Metro Magazine2011
Top Wealth Manager (Tax Attorney and Estate Planning)Orange Coast Magazine2011
Best Speech - Three Asset Protection TechniquesToastmasters International2010
Best Speech - Sounds of the BarToastmasters International2010
Best Speech - Speech 5Toastmasters International2010
Top LawyerOC Metro Magazine2010
Best EvaluatorToastmasters International2010
Certified Tax SpecialistState Bar of California2010
Best EvaluatorToastmasters International2010
Best SpeechToastmasters International2010
Best Table Top SpeakerToastmasters International2010
Certified Tax SpecialistState Bar of California2009
Certified Tax SpecialistState Bar of California2008
Super Lawyer - Star Search CredentialSuper Lawyers2008
Certified Tax SpecialistState Bar of California2007
Cal Jur Award – Partnership TaxBancroft-Whitney2006
Cal Jur Award – Tax ProcedureBancroft-Whitney2006
Certified Tax SpecialistState Bar of California2006
Cal Jur Award – Corporate TaxBancroft-Whitney2005
American Jurisprudence Award – Estate TaxationBancroft-Whitney1997
American Jurisprudence Award – Federal TaxationBancroft-Whitney1997
American Jurisprudence Award – WillsBancroft-Whitney1996

Work Experience

TitleCompany NameDuration
Adjunct ProfessorWhittier Law School2009 - Present
Tax AttorneyThe Lively Law Group, PC1998 - Present
Managing PartnerLively & Associates1993 - 1998
Chief Financial OfficerWesTrend1990 - 1993
ControllerGriffin Homes1987 - 1989
SeniorKenneth Leventhal & Company1983 - 1987

Associations

Association NamePosition NameDuration
State Bar of CaliforniaChairman Tax Policy Committee2010 - 2011
Toastmasters InternationalPresident2010 - Present
State Bar of CaliforniaVice-Chair - Tax Policy Committee2010 - 2010
Toastmasters InternationalMember2010 - Present
Apartment Association Southern CitiesDirector and Treasurer2006 - Present
California Secretary of StateNotary Public2004 - Present
American Association of Attorney-Certified Public AccountantsMember2000 - Present
South Coast Estate Planning CounselMember2000 - Present
United States Tax CourtTax Attorney1998 - Present
Orange County Bar AssociationMember1998 - Present
American Bar AssociationTax, and trust and estate committee1997 - Present
State Bar of CaliforniaMember1997 - Present
California Society of Certified Public AccountantsMember1985 - 2000
American Institute of Certified Public AccountantsMember1985 - 2000
California State Board of AccountancyCertified Public Accountant1985 - Present
California Department of Real EstateReal Estate Broker1985 - Present

Legal Cases

Case NameOutcome
U.S Tax Court Controversy CaseReduced Tax Liability over $2,000,000
Net Operating Loss CarrybackObtained in excess of $400,000 refund
Audit of Client's Schedule CClient received a "No Change" (zero adjustment)

See all Legal Cases 

Publications

Publication NameTitleDate
Taxing AdviceWhat Deduction is Allowed for Home Mortgage Interest2009
Apartment JournalHow Do I Recharacterize a Roth Conversion, and Why Would I Want To?2009
Apartment JournalDuring Economic Downturn, NOL's Can Give Your Business a Boost!2009
Apartment JournalFAQ: Do I Need to Pay Tax When I Sell Gold Jewelry or Collectibles?2009
Apartment JournalNew Tax Policies2009
Apartment JournalPrivate Annuity Trusts are Dead2007
Apartment JournalAsset Protection Planning Parts 1 and 22006
Tax AlertHow to Make and Offer in Compromise to the IRS2006
Apartment NewsThe Basics of Estate Planning1997

Education

School NameMajorDegreeGraduated
Chapman University School of LawTax LawLL.M - Master of Laws2006
Western State University College of LawLawlaw1997
California St Univ NorthridgeBusiness - Accountingundergraduate1983

Speaking Engagements

Conference NameTitleDate
Tax Law Society Monthly MeetingStatus of Legal Jobs after Law School2012
Canaday Short Sale ProgramShort Sales for Investors2012
Canaday Group SeminarsDistressed Property Acquisitions2012
Star Real Estate Broker ConferenceTax Implications of Distressed Property Sales2011
Short Sale ConferenceShort Sale Conference2011
Sales of Distressed PropertiesTax Implications of Sales of Distressed Properties2011
RE MAX Broker MeetingThe Tax Implications of Distressed Property Sales2011
Newport Coast Short Sale UpdateCurrent Update on Short Sale Issues2011
Monthly Seminar SeriesTax and Legal Implications of Short Sales2011
Luxre RealtyShort Sales of Real Estate2011
Keller Williams Mission Viejo LucheonThe Tax Implications of Distress Property Sales2011
Keller Williams Lucheon Meeting - San ClementeThe Tax Implications of Distressed Property Sales2011
Ask The ExpertsShort Sales of Real Estate2011
Toastmasters GroupGeneral Speaking Engagements2010
Toastmasters District D Speech CompetitionToastmaster at Toastmasters Speech Competition2010
Planning for Politics & TaxationPolitics & Taxes2010
Gift and Estate TaxTaxation of Estates and Gifts2010
Estate and Gift Taxation CourseTaxation of Gifts and Estates2010
AVVO - Tax 101 WebinarTax Law - Dependency Exemption2010
Update on Curent Tax PoliciesUpdate on recent tax law changes2009
Good, Bad, & Ulgy Tax Law Changes for 2009Tax Law Changes for 20092009
Certified Apartment Manager ProgramCertified Apartment Manager Training2008
Apartment Association Trade ShowAsset Protection Planning Techniques2008
Advanced Estate Planning TechniquesAdvanced Estate Planning Techniques2008
Wealth Preservation TechniquesWealth Preservation Techniques2007
Estate Planning UpdateEstate Planning and Wealth Preservation2007