IRS Representation
Feb 01, 2013OUTCOME: Client saved over 90,000 from our negotiations and submission of documentary evidence
Client was assessed a tax by IRS of over 100,000 dollars.
Carlsbad, CA
Trusts Lawyer at Carlsbad, CA
Practice Areas: Trusts, Estate Planning ... +3 more
OUTCOME: Client saved over 90,000 from our negotiations and submission of documentary evidence
Client was assessed a tax by IRS of over 100,000 dollars.
OUTCOME: Saving thousand of dollars on health care for parents and put in place a smooth financial plan for children
Client and family worked together to create a plan for parents who were suffering dimentia.
OUTCOME: Client owed less in taxes through our tax planning
Client sold her business and wanted to explore tax advantageous ways of doing so.
OUTCOME: No estate tax will be due
Advanced estate planning work for a high net worth widow and her children, grandchildren and great-grandchildren. Client could have owed millions in estate tax