I received the California State Bar specialist designation in Estate Planning, Trust,... more
I received the California State Bar specialist designation in Estate Planning, Trust, and Probate law in 2010. My practice focuses on estate planning for high net worth individuals by implementing a team approach to planning with the client's CPA, financial advisor, and insurance advisor. In addition to my legal work, I provide pro bono help to Churches and religious ministries (also on the fo... view profile
Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been... more
Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been licensed and practicing as legal counsel for 20 years.He has worked withmajor international law and accounting firms and similarlywith regional and local firms, affording him a expansive breadth of experience manypractitioners do not possess. Mr. Kopman brings a substantial amount of business, financial and legal ... view profile
Tax attorneys understand the interplay of different tax laws and regulations, and in planning strategies to minimize people's tax liabilities. Many tax laws are written by lawyers for lawyers, and as such are very difficult to understand. There are also many different types of taxes and tax laws–for example, income taxes, corporate and business taxes, death taxes, property taxes, estate and gift taxes, sales taxes, and international taxes. Sometimes taxes are based on an inflated or incorrect value the government has placed on an entity or activity. Tax attorneys will help you challenge the value or the tax itself, and help you reduce your taxes through careful planning.