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also known as Sorrell Law Firm, PLC
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.
5
Practice Areas
26 years
26 years
36 years
26 years
We have not found any cost information for this lawyer
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Chat withState: Arizona
Acquired: 1998
Lawyer disciplined by state licensing authority in 2024
8990 E Raintree Dr #102, Scottsdale, AZ, 85260
9 Client Reviews
"I have had excellent experiences with Whitney. He has both broad and deep expertise in the areas of estate planning, trusts, taxation, and business formation and law. He is not only very knowledgeable, he is easy to talk to, explains things very well, and is a very nice person."
"Whitney Sorrell is a lawyer, CPA and was previously employed by the the IRS to perform audits. There is no one more qualified to represent you in a tax audit or with any tax problem. He is also an excellant estate planner. I highly recommend Whitney Sorrell."
Estate planning lawyer
Estate planning lawyer
Unknown lawyer
This lawyer was disciplined by a state licensing authority in 2024.
Admonition and Probation issued in AZ, 2024
updated on 12/30/2024An admonishment 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.
Reprimand and Probation issued in AZ, 2020
updated on 09/04/2020Reprimand 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.
Probation issued in AZ, 2009
updated on 10/08/2015Probation 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.
“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.”
2010
Tax Law Section Chair, State Bar of Arizona
2003 - Present
Owner, Sorrell Law Firm, PLC
2001 - 2002
Attorney, Shurwest Financial Group, Inc.
1991 - 1995
Revenue Agent, Internal Revenue Service
2003 - Present
WealthCounselMember
2009 - 2010
State Bar of Arizona, Tax Law SectionChairperson
1998
JD - Juris Doctor
1995
MBA - Master of Business Administration
1987
BS - Bachelor of Science
2010
2010
Continuing Legal Education
2005
Tax Section
2004
Arizona Estate Planning and Drafting Fundamentals
2002
Tax Planning for Executive Compensation
1997
1997
1997
1997
1997
1997
1997
1997
1997
English
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