Daniel C F Schwartz

Daniel C F Schwartz

also known as Daniel C. Schwartz, Dan Schwartz

5.0
Rating: 9.9

Licensed for 16 years

Tax Lawyer at Calabasas, CA
Practice Areas: Tax, Estate Planning

25422 Colette Way, Calabasas, CA

About Daniel

Biography

Practice Areas

2

Practice Areas

Tax 65%

Structuring deals and businesses structures; estate planning; international asset disclosure issues; preparing estate and gift tax returns; acting as a private professional trustee; and preparing complex income tax returns for high net worth individuals, investors in real estate or private equity, and their associated trusts and investment vehicles.

16 years

65%
Estate Planning 35%

Structuring deals and businesses structures; estate planning; international asset disclosure issues; preparing estate and gift tax returns; acting as a private professional trustee; and preparing complex income tax returns for high net worth individuals, investors in real estate or private equity, and their associated trusts and investment vehicles.

16 years

35%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 16 years

State: California

Acquired: 2009

Active

No misconduct found

Location

Schwartz & Schwartz, a Professional Corp

25422 Colette Way, Calabasas, CA, 91302-3148

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Daniel C F Schwartz's Reviews

Avvo Review Score

5.0 /5.0

2 Client Reviews

5 star (2)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by anonymous | January 25, 2017 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

He is a Good Guy

I am in tax trouble because of past stupid behavior on my part. I came to him for help, and he told me where I could find help for less money than he charges. I will come back to him when my situation is more complicated. He seems fair, professional, competent, kind and honest. I want to work with so...meone like him.

Posted by Skipper | June 3, 2015

Very Pleased

Daniel has been great for my business and personal needs. His ability to find solutions through his knowledge of tax law has benefited us financially now and into the future. I Highly recommend him and his services.

See All Client Reviews

Daniel C F Schwartz's Lawyer Endorsements

Endorse Daniel
Asher Aaron Levin headshot
Asher Levin

Tax lawyer | Nov 11

Relationship: Fellow lawyer in community

"I have known Dan for many years before he became an attorney. When I have a tax issue - whether it involves tax planning for a small business or estate tax issues or foreign ownership issues, he is the person that I go to. Smart, industrious, productive and helpful. A great person to work with and a great resource to have."

Kevin Oliver Schwartz headshot
Kevin Schwartz

Unknown lawyer | Oct 19

Relationship: Worked together on matter

"Dan is a fantastic resource for tax matters; I’d recommend him without hesitation to any of my colleagues, friends and family. Importantly, Dan manages to focus on the smallest details and the ‘big picture’ of a situation all at once. His thoroughness and creativity ensure his clients are presented with the best possible options to achieve their goals. (And, for the record: Although we share the same last name, we are *not* related!)"

Kristin Noel Link-Crosier headshot
Kristin Link-Crosier

Tax lawyer | Aug 08

Relationship: Worked together on matter

"I had a great experience working with Dan on tax and estate planning issues for a client. He was professional, efficient, and knowledgeable about the laws and options the client had. I would highly recommend him for any clients seeking tax and/or estate planning assistance."

Robert Samuel Horwitz headshot
Robert Horwitz

Tax lawyer | Jun 10

Relationship: Worked together on matter

"I endorse this lawyer. Dan is a very intelligent and hard working young attorney who is dedicated to getting the best practical result for his clients. It was a pleasure working with him on a complex tax case involving multiple entities."

Peta-Gay Gordon headshot
Peta-Gay Gordon

Tax lawyer | May 26

Relationship: Worked together on matter

"As both an attorney and a CPA, Daniel Schwartz is able to efficiently meet many of his clients' needs, including their bottom line. His diligence and passion for his work is outstanding."

View All Endorsements
Kathy Gayle Neumann headshot
Kathy Neumann

Family lawyer

Asher Aaron Levin headshot
Asher Levin

Probate lawyer

Kevin Oliver Schwartz headshot
Kevin Schwartz

Probate lawyer

Lynard Chris Hinojosa headshot
Lynard Hinojosa

Probate lawyer

Alvah Lavar Taylor headshot
Alvah Taylor

Tax lawyer

Peta-Gay Gordon headshot
Peta-Gay Gordon

Probate lawyer

Experience

Rating:  9.9 (Superb)

Honors

2016

Certified Taxation Specialist, State Bar of California - Certified Specialist

2012

Certified Public Accountant, California Board of Accountancy

2005

Graduated with Honors, University of California, Davis

2005

Phi Beta Kappa, Phi Beta Kappa

Work Experience

2014 - Present

Shareholder, Schwartz & Schwartz, APC

2008 - 2014

Associate, Rick L. Schwartz, APC

2008 - 2008

Summer Associate, Kaye Scholer, LLP

2007 - 2007

Research Assistant, USC

2004 - 2004

Referral Intern, San Fernando Valley Bar Association

Associations

2015 - Present

Beverly Hills Bar Association

Member

2014 - Present

The Esquire Network

Member

2012 - Present

California Board of Accountancy

CPA

2010 - Present

The Montage Foundation

Trustee

2015 - 2016

USC SFV Alumni Club

Director

2015 - 2016

USC SFV Alumni Club

Treasurer

2015 - 2016

USC SFV Alumni Club

Professional and Member Development Chair

2014 - 2015

Valley Community Legal Foundation

Director

2014 - 2015

Los Angeles County Bar Association

Member

2010 - 2015

San Fernando Valley Bar Association

Member

2008 - 2009

USC Interdisciplinary Law Journal

Articles Editor

2008 - 2009

USC Small Business Clinic

Staff

2004 - 2005

Alpha Epsilon Pi Fraternity

President

Education

2012

California Board of Accountancy

CPA

2009

University of Southern California Law School

J.D.

2005

University of California, Davis

B.A.

Speaking Engagements

2016

The Esquire Network

Taxation of Business Entities for Lawyers

2016

Tax & Business Fundamentals for Mental Health Professionals

Tax & Business Fundamentals for Mental Health Professionals

2016

ProVisors

Choice of Business Entity; Estate Planning

Publications

2015

Schwartz SQUARED Blog Posts

2014

Schwartz SQUARED Blog Posts

2009

USC Interdisciplinary Law Journal Just War Doctrine and Nuclear Weapons: A Case Study of a Proposed Attack on Iran’s Nuclear Facilities From an American and Israeli Perspective

Languages

English

Activity

Avvo Rating

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  • Legal community recognition Peer endorsements, associations, awards
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