$ 750-1000 per hour
About Bruce
Biography
Our practice is:
(i) 20% ordinary income tax planning;
(ii) 20% capital gain tax planning;
(iii) 20% estate planning and estate tax planning.
(iv) 10% tax litigation, audits and appeals; and
(v) 10% international tax planning.
Estate tax planning is different than "estate planning": estate planning determines "who gets what". By contrast, estate TAX planning determines the value of what is passed to your heirs. In estate tax planning we use the tools Congress has provided - family limited partnerships, GRATs (grantor retained annuity trusts), private annuities, SCINs (self-canceling installment notes), qualified personal residence trusts, etc - to pass value on to the heirs at reduced value.
In income tax planning we use the tools which Congress has provided - retirement plans and charitable structures - to reduce income taxes, provide for retirement and support worthy causes.
Note that the same structures used for tax planning also have creditor protection benefits. For example, a qualified personal residence trust reduces the value of the principal residence for estate tax purposes; it also reduces the attractiveness of the equity in your home to a future creditor.
Our practice is primarily based on referrals from CPAs, secondarily from other lawyers, financial planners and clients.
Practice Areas
2
Practice Areas
Tax
90%
50 years | 2,000 cases
Estate Planning
10%
50 years | 1,200 cases
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 49 years
State: California
Acquired: 1976
No misconduct found
Location
KFB Law Group, A Limited Liability Partnership
12100 Wilshire Boulevard, Suite 245, Los Angeles, CA, 90025-7124
Law Offices of Bruce Givner
12100 Wilshire Blvd., Suite 245, Santa Monica, CA, 90025
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Bruce Givner's Reviews
Showing 1 - 5 of 16 client reviews from Avvo
Posted by anonymous | August 20, 2018 | Hired Attorney
This review is from a person who hired this attorney.
Very experienced and knowledgeable is an understatement for Bruce!
My parents and I needed some estate planning and help with our wills. He set them up for us very quickly and efficiently. Bruce has a very keen intellect and could have been a rocket scientist or something of that matter! He enjoys his work and this shows from the moment you shake hands with him. ...
Posted by Bobby | February 27, 2018 | Hired Attorney
This review is from a person who hired this attorney.
Wealth of Knowledge!
Mr. Givner has a wealth of knowledge and experience and I would highly recommend him for anybody that needs to work on their estate planning. He was recomended by a colleague and if anyone I know ever needs help I will be referring them to Bruce! He listens closely to what you need and lays out your ...
Posted by Mohinder | December 25, 2015 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Very Clear Answer 4-1-7
I have spoken to 2-3 attorneys and "paid" them no one gave me a straight answer about fraudulent of RE transfer question. Your answer is crystal clear and free. I think you are a great attorney. If there was a room for 10 stars I would give you 10. Please feel free to contact me. I did not consult y...
Posted by David | April 22, 2015
International Tax Lawyer
I have known and worked with Bruce for over 20 years on estate planning involving cross border transactions: either US persons with assets abroad or foreign persons with assets in the US. I have also worked with him on international asset protection planning. Bruce's knowledge and recall of the la...
Posted by Miriam | April 19, 2015
Tax attorney
I work with Mr. Givner for a few years now and found him very knowledgable and professional. I trust his opinions and suggestions and I feel comfortable to recommend him to anyone who needs his services.
Bruce Givner's Lawyer Endorsements
"I endorse this lawyer. Mr. Givner provides a much needed service on Avvo. He donates his time to individuals who are in need of immediate legal answers."
"I have had the privilege of knowing counselor Bruce Givner through the Los Angeles County Bar Association, and have read some of his answers to the legal questions posted on Avvo. His answers are consistently analytic and directed to the needs of the Avvo askers. Mr. Givner always exhibits unique professional courtesy to other counsels on Avvo. I endorse counselor Bruce Givner for the areas of law he practices. Zaher Fallahi, Tax Attorney, CPA"
"Mr. Givner is a regular contributor to the tax questions forum here on Avvo. His answers consistently demonstrate an in-depth, substantial knowledge of tax law and represent the kind of advice every client should seek from legal counsel. I endorse Mr. Givner."
"I've enjoyed reading Mr. Givner's responses to questions on Avvo as he always gives complete and thoughtful answers. It's no wonder given that we are both alumni from the LL.M in taxation program at NYU. I'm proud to endorse Mr. Givner as a valuable asset to our legal community."
"The legal guides that Attorney Givner have created on this website illustrate his indepth knowledge of tax law and how it impacts daily lives."
"I endorse this lawyer. I have followed his responses on Avvo and have been impressed with his knowledge in the area of tax. I would recommend!"
"I endorse this lawyer."
"Bruce has probably the greatest depth and breadth of estate planning and tax knowledge of nany attorney in Southern California, and he shares it freely."
"I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer. Tough, talented and thorough litigator."
"I endorse this lawyer."
"I not only endorse this lawyer. I give this lawyer 5 stars!"
"Bruce is the only attorney I know who can take two seemingly disparate ideas and combine them into a novel plan that works for his clients' benefit. Unquestionably, I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer. I have seen several answers Mr. Givner has left on the AVVO website. He demonstrates an excellent knowledge of the law, as well as keen insight. He offers excellent advice in tax law and estate planning."
"I endorse this lawyer. Excellent lawyer. He knows tax and estate planning better than most."
"I endorse this lawyer."
"I endorse this lawyer."
"A truly excellent attorney well respected in the legal community. I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients and getting them the most favorable result possible."
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Experience
Honors
2019
Super Lawyer, SuperLawyers
2018
Super Lawyer, SuperLawyers
2017
Super Lawyer, SuperLawyers
2017
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2016
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2016
Super Lawyer, SuperLawyers
2015
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2015
Super Lawyer, SuperLawyers
2014
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2014
Super Lawyer, SuperLawyers
2013
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2013
Super Lawyer, Super Lawyers
2012
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2011
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2010
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2009
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2008
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2007
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2006
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2005
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2004
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2003
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2002
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2001
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2000
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1999
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1998
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1997
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1996
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1995
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1994
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1993
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1992
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1991
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1990
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1989
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1988
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1987
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
Work Experience
2019 - Present
Of Counsel, KFB Law Group, A Limited Liability Partnership
2009 - 2019
Shareholder, Givner & Kaye, A Professional Corporation
1994 - 2009
Shareholder, Bruce Givner, A Professional Corporation
1989 - 1994
Partner, Grayson, Givner & Wolfe
1985 - 1989
Partner, Grayson, Givner, Booke & Silver
1981 - 1985
Partner, Sanger, Grayson, Givner & Booke
1977 - 1981
Associate, Flame, Sanger, Grayson & Ginsburg
Associations
2008 - Present
American Bar AssociationSection of Taxation, Employee Benefits Committee
2008 - Present
American Bar AssociationSection of Taxation, Estate And Gift Taxes Committee
2008 - Present
American Bar AssociationSection of Taxation, Exempt Organizations Committee
1980 - Present
Beverly Hills Bar AssociationTaxation Section
1977 - Present
State Bar of CaliforniaMember
2013 - 2014
California Board Of OptometryGovernor Jerry Brown's Appointment To The Board
1997 - 1997
Los Angeles County Bar Association, Taxation SectionBoard of Directors
1996 - 1996
Los Angeles County Bar Association, Taxation SectionBoard of Directors
1988 - 1988
Beverly Hills Bar Association, Employee Benefits CommitteeChairman
1984 - 1986
California Senate Advisory Commission on Life & Health InsuranceCommissioner
1977 - 2008
American Bar AssociationTaxation Section
Sample of Legal Cases
Expatriation
Happy clients.
Nichols Estate v. Commissioner
IRS asserted $14,000,000 deficiency
Bonny Lee Bakley Estate
Assets distributed to children.
Boss Hogg of the Dukes Of Hazard
Millions in deductible contributions
L&B Pipe & Supply Company v. Commissioner Of Internal Revenue
Did not have to pay tax on $2.6 million of income
Education
1977
New York University School of Law
LL.M - Master of Laws
1976
Columbia University School of Law
JD - Juris Doctor
1973
UCLA
B.A.
Speaking Engagements
2017
South Bay Estate Planning Council
Capital Gains Tax Planning In A World Without Estate Tax
2017
San Joaquin Estate Planning Council
Capital Gains Tax Planning In A World Without Estate Tax
2017
Sacramento Estate Planning Council
Capital Gains Tax Planning In A World Without Estate Tax
2017
ProVisors Tax Affinity Group
2017 Year End Income Tax Planning
2017
L.A. Chapter Cal CPA Society SFV Morning Discussion Group
Ordinary Income and Capital Gains Tax Planning
2017
L.A. Chapter Cal CPA Society Hollywood/Beverly Hills Discussion Group
Trump Tax Update & Tax Services To High Income Taxpayers
2017
First American Trust Panel Discussion
The Truth About Asset Protection: What Works, What Doesn't And The Basic Concepts You and Your Clients Need To Know
2017
2016
Ultimate Estate Planner Webinar
Read Them And Weep!! The Top IRS Foreign Information Returns (Other Than FBARs and FATCA)
2016
Ultimate Estate Planner Webinar
Top 10 Preparer And Other Penalties: Not Going To Jail, But It Still Hurts
2016
Ultimate Estate Planner Webinar
Ins and Outs of QPRTs
2016
Pincus Professional Education - Los Angeles
Advanced Estate Tax Planning
2016
Orange County Bar Association, Tax Law Section
Reducing or Eliminating The Tax On Business and Real Estate Sales
2016
L.A. San Fernando Valley Morning Discussion Group
California Community Property
2016
Exit Planning Institute Southern Nevada Chapter
How To Sell Your Business and Pay (i) Less Or (ii) No Tax"
2016
California CPA Society's Conejo Valley Discussion Group
Moving Your Business To The Next Generation
2016
California CPA Society Family Law Conference
Unraveling Onshore/Offshore Structures
2016
California CPA Society Advanced Estate Planning Institute
Creative Use of Debts In Estate Planning
2016
Cal CPA Society - L.A. West San Gabriel Valley/Pasadena Discussion Group
What Happens When The Surviving Parent Dies?
2016
Beverly Hills Bar Association Business Law Section
Asset Protection Planning: Guidance For Business Lawyers
2015
The Gathering 2015
Interaction Of Theoretically Prophylactic Asset Protection Planning And A Competent Litigator
2015
Strafford Publications
Retirement Benefits In The Non-Taxable Estate: Maximizing Tax-Deferred Advantages
2015
South Bay Estate Planning Council
International Estate Planning
2015
Santa Barbara Paralegal Association 6th Annual MCLE Conference
How Parents Keep Control Both During Their Lifetimes And After They Are Dead
2015
California CPA Society L.A. Hollywood/Beverly Hills Discussion Group
Year-End Income And Capital Gains Tax Planning
2015
Business Law & Trusts & Estates Section meeting
What Every Business Attorney Needs To Know About Successioni Planning
2015
Beverly Hills Bar Association 41st Annual Family Law Symposium
Intersection Of Trusts and Estates Law and Family Law
2014
The Smart Real Estate Investor's Seminar
Is Your IRA and Pension Gathering Dust? How To Control and Maximize The Return Of Your Investment
2014
Orange County Bar Association Trusts & Estates Section
International Estate Planning
2014
L.A. County Bar Tax Section 2014 California Tax Practitioners' Conference
Hot Topics In Trust and Estate Planning
2014
Hollywood/Beverly Hills Discussion Group, L.A. Chapter, California CPA Society
International Estate Planning
2014
Hollywood/Beverly Hills Discussion Group, L.A. Chapter, California CPA Society
Basis Planning Is The New Estate Planning
2014
Cal. State L.A. College of Extended Studies and International Programs
Income And Capital Gains Tax Planning
2014
Cal. CPA Society L.A. Chapter Pasadena Discussion Group
Real Estate Investors: Income Tax Planning, Asset Protection Planning, Estate Tax Planning, Succession Planning
2014
Beverly Hills Bar Association Business Law Selection
Entity Selection
2013
West San Gabriel Valley/Pasadena Area Discussion Group, L.A. Chapter, California CPA Society
Windfall Income Tax Planning
2013
Hollywood/Beverly Hills Discusson Group, L.A. Chapter, California CPA Society
Tax Strategies For Windfalls and High Income Taxpayers
2013
Beverly Hills Bar Association Business Law Committee
Captive Insurance Companies
2012
The Ultimate Estate Planner, Inc.
The New Revocable Irrevocable Trust
2011
The Ultimate Estate Planner, Inc.
Flexible Irrevocable Trusts
2011
The Ultimate Estate Planner, Inc.
The CPA's Role In Asset Protection Planning
2011
The Ultimate Estate Planner, Inc.
All You Need To Know About Business Succession Planning
2011
The Ultimate Estate Planner, Inc.
Large Pension Deductions For Closely Held Busiensses
2011
The Ultimate Estate Planner, Inc.
Hot 2011 Year-End Tax Planning Strategies
2011
The Northwestern Branch
Estate Tax Planning And The Economic Substance Doctrine: An Uneasy Combination
2011
California CPA Society Webinar
Preparer and Other Penalties
2010
The Ultimate Estate Planner, Inc.
Integrated Wealth Strategies: A Walk Through The Mr. and Mrs. White Case Study
2010
The Ultimate Estate Planner, Inc.
What You Need To Know About T-CLATs - Testamentary Charitable Lead Annuity Trusts
2010
The Ultimate Estate Planner, Inc.
QPRTs - Beyond The Basics
2010
The Ultimate Estate Planner, Inc.
Evaluating Eight Alternatives For Protecting The Personal Residence
2009
San Gabriel Valley Estate Planning Council
Estate And Financial Planning For A Cataclysmic Economy
2009
L.A. Estate Planning Council
Estate & Financial Planning For A Cataclysmic Economy
2009
L.A. Chapter of the California CPA Society
Estate And Financial Planning For A Cataclysmic Economy
2009
Beverly Hills Bar Association Tax Section
Current Aggressive IRS And FTB Audits
2007
West San Gabriel Valley Discussion Group Of The L.A. Chapter Of The California CPA Society
Protecting The Personal Residence
2007
West San Gabriel Valley Discussion Group Of The L.A. Chapter Of The California CPA Society
The CPA's Role In Multi-Variable Planning
2007
Santa Clarita Valley Discussion Group Of The L.A. Chapter Of The California CPA Society
Practice & Philosophy Of Tax Planning In A Hostile Environment
2007
San Fernando Valley Discussion Group Of The L.A. Chapter Of The California CPA Society
Practice & Philosophy Of Tax Planning In A Hostile Environment
2007
Hollywood/Beverly Hills Discussion Group Of The L.A. Chapter Of The California CPA Society
Creditor Benefits Of Tax Planning Structures
2007
Hollywood/Beverly Hills Discussion Group of the L.A. Chapter Of The California CPA Society
Estate Tax Planning & Audit Update
2006
Whittier Area Discussion Group Of The L.A. Chapter Of The California CPA Society
Creditor Benefits Of Tax Planning Structures
2006
Santa Clarita Discussion Group Of The L.A. Chapter Of The California CPA Society
Practice & Philosophy Of Tax Planning In A Hostile Environment
2006
San Fernando Valley Discussion Group Of The L.A. Chapter Of The California CPA Society
Practice & Philosophy Of Tax Planning In A Hostile Environment
2006
Pasadena Area Discussion Group Of The L.A. Chapter Of The California CPA Society
Practice & Philosophy Of Tax Planning In A Hostile Environment
2003
State Bar Convention
Impact Of Timing On Tax Planning
2003
Estate Leaders Study Group
ESOPs: An Update
2002
Pasadena Area Discussion Group Of The L.A. Chapter Of The California CPA Society
Generating Large Deductions For Owners Of Closely Held Businesses
2002
CPA Law Forum
Income Tax And Capital Gains Tax: Opportunities To Reduce, Defer And Eliminate
2000
San Fernando Valley Estate Planning Council
Estate Planning Practices: Planning For A Potential Repeal
1999
Pasadena Area Discussion Group Of The L.A. Area Chapter Of The California CPA Society
Sophisticated Post-Mortem Funding & Distribution Issues
1999
Association Of San Fernando Valley CPAs
Legislative Developments & Sophisticated Tax Planning
1999
Annual Institute on Federal Taxation
Sophisticated Post-Mortem Funding and Distribution Issues
1998
Hollywood/Beverly Hills Area Discussion Group Of The L.A. Chapter Of The California CPA Society
Current Developments & Strategies In Estate Planning
1992
Annual Institute on Federal Taxation
Planning For The Marital Deduction
1991
General Membership Breakfast Meeting
Tax Season Got You A Bit Upset?
1991
Employee Benefits Subsection Annual Program
Selected ERISA Litigation Developments
1991
1991 Estate Planning Conference
Building Your Estate Planning Practice
1989
1989 Estate Planning Conference
Planning For Distribution of Retirement Benefits
1988
Beverly Hills Bar Association Employee Benefits Section
How To Counsel Clients Regarding The New 150% Of Current Liability Limit For Defined Benefit Plans
1986
San Fernando Vally Bar Association Business and Tax Law Section
Plaintiffs in Pension Planning and Malpractice for Nonspecialists
N/A
California CPA Society West San Gabriel Valley/Pasadena Discussion Group
Tax Planning For The Sale of Real Estate Or A Business: Two Years In Advance Is Best
Publications
2020
Los Angeles Daily Journal
Anticipating Joe Biden's Proposed Capital Gains Tax
2019
Los Angeles Daily Journal
Charitable Lead Annuity Trusts May Make You Yawn, But They Work
2019
Los Angeles Daily Journal
Anticipating Elizabeth Warren's Wealth Tax
2018
Los Angeles Daily Journal
Planning Under The New Tax Law: Relax
2018
Los Angeles Daily Journal
"To C Or Not To C?" Is The Question Under The New Tax Law
2018
Los Angeles Daily Journal
Mitigating The New Limit On Home Property Tax Deductions
2018
Los Angeles Daily Journal
Use It Or Lose It: The Newly Doubled Estate And Gift Tax Exclusion
2018
Tax Notes
Foreign Asset Protection Trusts: Useful In Many Situations
2017
California Business Law Practitioner
Asset Protection Planning: Guidance For Business Lawyers
2017
Los Angeles Daily Journal
What Upcoming Tax Proposals Mean For California Taxpayers
2017
Los Angeles Daily Journal
The Problem With An Underfunded IRS
2017
Los Angeles Daily Journal
California Needs To Create A Court Devoted To Tax
2017
Los Angeles Daily Journal
California On The Brink Of Fixing Its Broken Tax System
2017
Los Angeles Daily Journal
It's Not Too Late To Find Ways To Reduce Your Taxes
2017
California State Bar Trusts and Estates Quarterly
Private Annuities Are Fun
2017
California State Bar Trusts and Estates Quarterly
Tips Of The Trade - Children Are The Enemy
2017
California Journal of Tax Litigation
IRC Section 831(b) Captive Insurance Company Update
2017
California Journal of Tax Litigation
Office of Tax Appeals ("OTA") Optimist
2016
Los Angeles Daily Journal
IRS Continues To Battle An Important Estate Planning Tool
2016
Los Angeles Daily Journal
Battle Continues Over How Post-Death Events Affect Value
2016
Los Angeles Daily Journal
IRS Could Shake Up Special Valuation Rules In Coming Weeks
2016
Los Angeles Daily Journal
IRS Rules May Eliminate All Valuation Discounts
2016
Los Angeles Daily Journal
Respected Tax Judge Indicted For Duping Tax Authorities
2016
los angeles daily journal
IRS to increase scrutiny of `micro captive' insurance companies
2016
LACBA Remedies Section Newsletter
Little Noticed, Radical Changes in California's LLC Act
2015
Los Angeles Daily Journal
Discounts of family entity interests threatened
2015
Los Angeles Daily Journal
New Law Clarifies When IRS Gets More Time To Audit
2015
Los Angeles Daily Journal
International Estate Planning Easier With New E.U. Rules
2014
Los Angeles Daily Journal
LLCs Take A Back Seat To Limited Partnerships In 2014
2014
California Continuing Education of the Bar (CEB) Drafting California Irrevocable Trusts
Chapter 9 - Dispositive Clauses
2014
California Continuing Education of the Bar (CEB) Drafting Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trusts
2014
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 21 - Overview of Trust Distributions
2014
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 22 - Trusts For Children
2014
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 30 - Trustee Accounting Powers
2014
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 31 - Trustee Administrative Powers
2014
California State Bar Trusts and Estates Quarterly
The Three Legged Stool: Simple, But Sophisticated, Estate Tax Planning
2013
Los Angeles Daily Journal
Understand The Economics Of A Franchise Tax Board Audit
2013
Los Angeles Daily Journal
Why Aren't More Lawyers Covered By Pension Plans?
2013
Los Angeles Daily Journal
Looking Ahead To 2014
2013
Los Angeles Daily Journal
Another View Of The IRS Scandal
2013
Los Angeles Daily Journal
Taxpayer Responds To IRS 2,545 Days Late - Wins
2013
Los Angeles Daily Journal
From Russia, With Money
2013
Los Angeles Daily Journal
Tapping The Family Lawyer To Be Trustee
2013
Los Angeles Daily Journal
Same Sex Marriage: Taxes And Real Estate
2013
Los Angeles Daily Journal
Death Is Not The Only Capital Gains Loophole
2013
Accounting Today
The IRS Goes Easy On A Noncompliant Taxpayer
2013
Accounting Today
A Major IRS Estate Tax Loss
2013
Accounting Today
IRS Tackles Four-Time Super Bowl Champion For A $5 Million Loss
2013
Accounting Today
Windfall Income Tax Planning
2013
Accounting Today
Attacking The IRS: Ignorance or Stupidity?
2013
Accounting Today
IRS Loses To Yankee Doodle Dandy
2013
CalCPA Buzz
Valuable Homes, Pitiful Exemption
2013
Accounting Today
Tax Planning For The Future Sale of A Business
2013
The Self-Insurer
10 Point Checklist Before You Adopt A Captive
2013
The Self-Insurer
Section 831(b) Captives: Often Overlooked Tax Issues
2013
California State Bar Trusts and Estates Quarterly
Asset Protection Planning: Attorneys as Advisors and Targets
2013
Accounting Today
IRS Win Contains Taxpayer Victory On Reasonable Compensation
2013
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trusts - Annual Update
2013
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 21 - Overview of Trust Distributions
2013
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 22 - Trusts for Children
2013
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 30 - Trustee Accounting Powers
2013
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition
Chapter 31 - Trustee Administrative Powers
2013
Accounting Today
IRS Loses Again Due To Taxpayer's Oral Testimony
2013
2013
2013
Accounting Today
Doing Well By Doing Good With Year-End Tax Planning
2013
Accounting Today
IRS Loses (A Little) On Taxation Of Damages
2013
Accounting Today
Ring In The Tax Savings Before You Ring Out The Year
2012
Los Angeles Daily Journal
March Madness: Taxpayers 3, IRS 0
2012
Los Angeles Daily Journal
IRS: trustees and donees personally liable for estate and gift taxes
2012
Los Angeles Daily Journal
Your IRS Income Tax Audit: Know When To Say "No"
2012
Los Angeles Daily Journal
Life Insurance: The Powerful and Despised Tax Shelter
2012
Los Angeles Daily Journal
Tax Law: Is Substance Abuse An Excuse For Willful Tax Violations?
2012
Los Angeles Daily Journal
US Tax Court Hears Cases on Professional Reliance in Tax Preparation
2012
The Los Angeles Daily Journal
Estate Tax Magic: Private Annuities
2012
2012
Wealth Strategies Journal
Family Limited Partnerships: Continued Success In Tax Court
2012
Wealth Strategies Journal
Come For The Exclusion, Stay For The Interest Rate
2012
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trust - Annual Update
2011
Los Angeles Daily Journal
Capital Gain Tax Is Voluntary
2011
Los Angeles Daily Journal
Challenging IRS Regulations: The U.S. Supreme Court Makes The Path More Difficult
2011
Los Angeles Daily Journal
U.S. Supreme Court Takes Up Issue Of Basis Overstatement In Tax Returns
2011
Los Angeles Daily Journal
Nontaxable Settlement Proceeds Require Careful Documents
2011
Los Angeles Daily Journal
Government Seeks California Property Tax Records For Gift Tax Evaders
2011
Los Angeles Daily Journal
IRAs and Living Trusts: An Uneasy Combination
2011
Journal of Tax Practice & Procedure
Challenging IRS Regulations: The Supreme Court's Mayo Decision
2011
California State Bar Trusts and Estates Quarterly
Estate Tax Planning And The Codified Economic Substance Doctrine: An Uneasy Connection
2011
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trusts - Annual Update
2011
Journal Of Financial Service Professionals
The Completed Gift Asset Protection Trust
2010
Los Angeles Daily Journal
Modifying Irrevocable Trusts To Reflect Family Changes
2010
Los Angeles Daily Journal
Estate Tax Planning Is Asset Protection Planning
2010
Los Angeles Daily Journal
Economic Substance Doctrine: The IRS' Newly Fortified Weapon
2010
Los Angeles Daily Journal
Zero Estate Tax Planning: Many Roads To Heaven
2010
Los Angeles Daily Journal
Your April 15, 2011 Tax Return: It's Not Too Late To Plan
2010
Los Angeles Daily Journal
Never Pay Income Tax On Your Retirement Plan
2010
Los Angeles Daily Journal
Shock and Awe: Obama’s Concession on Estate Taxes
2010
Journal of Tax Practice & Procedure
S.G. Smith: Taxpayer Must Pay The Listed Transaction Penalty and Sue For A Refund
2010
Journal of Tax Practice & Procedure
Economic Substance Doctrine: The Curious Case of Codification
2010
Journal of Tax Practice & Procedure
Economic Substance Doctrine - Six Months After Codification
2010
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trusts
2009
Planned Giving Design Center, LLC
The IRS’s Proposed 5% Distribution Requirement For Nonfunctionally Integrated Supporting Organizations: A Call To Action
2009
Leimberg Information Services
Reverse QPRTs To The Rescue
2009
Journal of Financial Service Professionals
Once In A Generation Opportunity To Engage In Estate Tax Planning
2008
California Tax Lawyer
Countryside Limited Partnership: Pro-Taxpayer Decision Despite Economic Substance Attack
2008
California Trusts & Estates Quarterly
The Curious Case of QPRTs: Underused and Underappreciated
2008
Journal of Financial Service Professionals
Federal Courts Confirm The Importance Of Financial Planners To Successful Tax Planning
2008
Journal of Financial Service Professionals
Preparer Penalties: Toughened Standard, Increased Penalties Impact Financial Service Professionals
2007
California Tax Lawyer
Potential Codification Of "Economic Substance" Doctrine
2006
Los Angeles Daily Journal
Poorly Drafted Trust Could Become Subject to IRS Lien
2006
Los Angeles Daily Journal
Even After Death, Steps Can Be Taken to Lower Estate Taxes
2006
Los Angeles Daily Journal
Careful Counseling Can Result In a Partnership IRS Will OK
2005
Los Angeles Daily Journal
New Tax Decision, Legislation Have Little Impact In California
2005
Los Angeles Daily Journal
Court Refines Formula For Family Limited Partnerships
2004
Los Angeles Daily Journal
IRS Respects Well-Drawn Family Limited Partnerships
2003
Los Angeles Daily Journal
Planning Can Keep Assets Out of Debtor's Bankruptcy Estate
2003
Los Angeles Daily Journal
Privilege Lost - Pending Legislation Would Put Limits on Attorney-Client Confidentiality
2003
Los Angeles Daily Journal
Self-Canceling Installment Note Can Be Powerful Planning Tool
2003
Los Angeles Daily Journal
"Stone" Proves Family Limited Partnership Is Alive And Well
2002
Los Angeles Daily Journal
Timing Is Critical To Good Tax Planning Strategies
1988
Insurance Sales
A New Sizzle For Split Dollar
1987
California Business Law Reporter
Selected Pension Provisions of the 1986 Tax Reform Act
1987
Movers, Shakers and Changemakers
Chapter 15 "Shake 'em Up"
1984
Tax Practice In California
Chapter Author
1982
Taxes - The Tax Magazine (also published in Compensation & Benefits Review)
Do Not Permit Deductible Employee Contributions Under Corporate Retirement Plans
1982
Taxes - The Tax Magazine (CCH)
Good News (For A Change) For Professional Corporations: The Keller and Foglesong III Cases
1980
Taxes - The Tax Magazine
Using The Nondiscriminatory Classification Test In Designing Qualified Plans
1978
Los Angeles Daily Journal
Solar Energy Tax Incentives: A Progress Report, Part I
1978
Los Angeles Daily Journal
Solar Energy Tax Incentives: A Progress Report, Part II
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I have created a Revocable Trust leaving 3 properties to my children in equal parts; however they are married. I don’t want the
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Eliminating Estate Tax - The T-CLAT
30 Jun 2010
Legal Guide
Why a Retirement Plan Can Be the Best Creditor Protection Plan
10 Jan 2009
Legal Guide
When a Family Limited Partnership is a Bad Idea
23 Nov 2008