Whitney practices law in the areas of federal taxation, sophisticated estate planning, probate and trust administration, IRS tax disputes, business formations and transactions.
Whitney received his bachelors degree in Bank Financial Management in 1987 from Arizona State University; his MBA (summa cum laude) in 1995 from the University of Phoenix; and graduated from the Arizona State University College of Law in 1998. He has been a certified public account (CPA) in Arizona since 1993. He is admitted to practice in all Arizona State Courts, the Federal District Court, District of Arizona, and the US Tax Court.
During law school, Whitney served as the Articles Editor for the ASU Law Journal, clerked for the Office of the Attorney General, Tax Section, and worked as a City Prosecutor through the ASU Law Clinic Program. Whitney is a national lecturer to CPAs and attorneys on effective multi-generational IRA planning, sophisticated designs for estate planning, income tax planning, business formations and asset protection issues. He has authored ten published articles in the Journal of Arizona Taxation for which he was named a life member to the National Registry of Who’s Who.
Prior to law school, Mr. Sorrell worked five years as a Revenue Agent for the United States Treasury, Department of Internal Revenue (IRS). While at the IRS, he received special training as an expert witness, and for conducting fraud and employment tax audits. He received IRS outstanding performance awards, and in 1995 taught negotiating skills, interviewing and forensic audit courses to other Revenue Agents.
This lawyer was disciplined by a state licensing authority.
updated on 09/04/2020
Reprimand means the attorney did something wrong but may still practice law. While on probation, the State monitors the attorney's activities for a period of time in hopes that he or she will not repeat the behavior.
updated on 10/08/2015
Probation means an attorney did something wrong but may still practice law. The State monitors the lawyer's activities for a period of time in hopes that he or she will not repeat the behavior.
Whitney's comment:“The 2005 discipline arose from a former employee who embezzled from the firm. Upon discovering Clarissa Nelson’s theft we fired her. Police confirmed her fraud but the State Bar concluded that the responsible lawyer must receive her punishment. For this reason the State Bar put Whitney on probation; the Bar discipline is somewhat of a misrepresentation as Whitney is being punished for the act of his employee, not his own actions.”
|Award name||Grantor||Date granted|
|Tax Law Section Chair||State Bar of Arizona||2010|
|Owner||Sorrell Law Firm, PLC||2003 - Present|
|Attorney||Shurwest Financial Group, Inc.||2001 - 2002|
|Revenue Agent||Internal Revenue Service||1991 - 1995|
|Association name||Position name||Duration|
|WealthCounsel||Member||2003 - Present|
|State Bar of Arizona, Tax Law Section||Chairperson||2009 - 2010|
|The Journal of Arizona Taxation||The Board of Tax Appeals Announces an Expansive Definition of Gross Receipts for Contractors: Is It Equitable?||1997|
|The Journal of Arizona Taxation||The Latest Round In Arizona’s Taxation of Federal Employees’ Retirement Contributions.||1997|
|The Journal of Arizona Taxation||Airlines Seek The Legislature’s Help For Relief From The “Airline-food” Tax.||1997|
|The Journal of Arizona Taxation||Scottsdale City Council Approves the ”Downtown Enhanced Services District” Tax Over Strong Objections.||1997|
|The Journal of Arizona Taxation||The Department Of Revenue Penalizes Taxpayer’s Who Invest Their IRA Savings In U.S. Government Bonds.||1997|
|The Journal of Arizona Taxation||Can Federal Preemption Invalidate a Tax on Shareholders of an S-Corporation Engaged in Business Solely on the Reservation?||1997|
|The Journal of Arizona Taxation||State Taxation of Cable Television: Uncharted Territory.||1997|
|The Journal of Arizona Taxation||The Department Tightens the Noose on Tax Exemptions to Prime Contractors.||1997|
|The Journal of Arizona Taxation||Arizona Hits Sharper Image With A Use Tax On Mail Order Catalogs: Is This Constitutional?||1997|
|Arizona State University Sandra Day O'Connor College of Law||JD - Juris Doctor||1998|
|University of Phoenix||MBA - Master of Business Administration||1995|
|Arizona State University||BS - Bachelor of Science||1987|
|American Academy of Matrimonial Lawyers Annual Convention||Presented continuing legal education to family-law lawyers about estate planning, tax planning and asset protection issues.||2010|
|American Academy of Matrimonial Lawyers Annual Convention||Continuing Legal Education||2010|
|State Bar Annual Convention||Tax Section||2005|
|CLE Seminar||Arizona Estate Planning and Drafting Fundamentals||2004|
|National Network of Estate Planning Attorneys Conference, Reno||Tax Planning for Executive Compensation||2002|
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