Based on 1 review
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Posted by a Tax client,
We had a challenging tax problem that required creative lawyering. Two business partners had formed a joint venture to acquire properties in California. After investing in several properties, the partners had a falling out, resulting in a statutory buy-out of one partner's interests. Bernie developed an elegant and seamless tax plan that avoided a $1,500,000 tax liability. In a second matter, Bernie provided able assistance in conservation easement tax planning.