Skip to main content

Henry Daniel Lively

Tax Attorney at Newport Beach, CA

4.6   19 reviews

also known as Dan Lively

  • Licensed for 25 years
    State CA
    Acquired 1998
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Henry

Learn Henry’s areas of practice.

2
Practice areas
  1. Tax
    60%
    I am a certified tax specialist by the State Bar of California Board of Legal Specialization. I am also a CPA and have an LL.M. in taxation. I represent clients with tax problems before taxing agencies (IRS, FTB, EDD, & BOE) and in court.

    27 years, 825 cases

  2. Estate planning
    40%
    I am a full service estate planning attorney. I prepare trusts, wills, powers of attorney, and various other estate planning documents for my clients. I often do this in conjunction with asset protection planning, and tax planning services.

    27 years, 615 cases

What The Lively Law Group Does For Its Clients:

 

IRS Problem, EDD Problems, FTB Problems, BOE Problems, and Tax Problems affect almost everyone these days.

 

You most likely came to my profile because you have been contacted by the IRS, EDD, FTB and / or the BOE.  When anyone contacts you from one of these agencies your initial reaction was most likely to panic and start searching the Internet for a solution or a company that can handle the problem for you.  This is obviously not the time to try and handle the problem yourself.  This could lead to an even greater disaster.  Remember, these agencies are not your friend.  Their only goal is to extract additional tax, interest and penalties from you and if you do not know what you are doing this could be financially catastrophic.  You need a seasoned tax professional who does this type of work on a daily basis to lead you to your best result.   Tax defense is a lot like criminal defense in that there is definitely and art to the process that only an experienced tax professional like my self is equipped to handle.

 

I am a Certified Public Accountant (CPA) and Tax Attorney that is Certified as a Tax Specialist by the State Bar of California Board of Legal Specialization.  My practice is limited to the defense of taxpayers against these agencies.  I have defended taxpayers like yourself in literally hundreds of cases since 1983.  My success rate speaks for itself.  Most taxpayers believe that their tax problems are unsolvable and stick their heads in the sand hoping the problem will go away.  However, a proactive approach is the only way to solve a tax problem.  There is always a solution.

 

I provide the necessary solutions for you involving audits, tax liens, appeals, tax levies, payroll tax issues, non-filing, IRS Collections, Installment Agreements, Offers in Compromise and numerous tax issues up to and including filing a petition in the United States Tax Court, if necessary.  I provide a complete defense for your tax problem.  I am one of only about 400 tax attorneys certified as a tax specialist in California.  Becoming a tax specialist is a rigorous process and requires extra  education annually and re-certification every five years.  My credentials and track record as a tax professional is proven and I will use this experience and knowledge to effectively assert your rights.  I take your tax problem off your shoulders and put them on to mine to give you peace of mind.  I will give you an initial assessment of your case so that you will know exactly where you stand and what the possible solutions are to your problem.  Call me and lets get your case started so that you can get back to living your life without this shadow hanging over you.


About our Founder Henry D. Lively:

 

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California.  Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker.  He is the past Chairman of the California State Bar Tax Policy Committee.  Dan is also an adjunct professor of taxation at Whittier College of Law. 

 

Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by Ernst and Young).  Dan has practiced as a CPA and Attorney in the area of taxation for 26 years.  He has represented clients before the United States Tax Court, and various other courts in California, the Appeals and Audit Division of the Internal Revenue Service, before the State Board of Equalization, and the California Franchise Tax Board.

 

Dan has earned the prestigious American Jurisprudence Award and Cal Jur Award for excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax.  This means that Dan was the top student in these classes in law school.  The very classes that he chose to focus his practice on.

 

Dan serves on the tax litigation committee of the State Bar of California.  He is a member of the tax, and trust and probate sections of the Orange County Bar Association, as well as the American Bar Association.  He is also a member of the Orange Coast Estate Planning Council.

 

He is the past Chairman of the Tax Policy committee of the California State Bar.  Representing California and the members of the California State Bar in Tax Policy issues.

 

Dan regularly writes and speaks on the subjects of tax and estate law.  He regularly contributes to Taxing Advice, a Blog dedicated to providing advice on tax matters (http://taxingadvice,).

 

Dan served on the Board of Directors for the Apartment Association Southern Cities, and for the JSerra High School Ice Hockey Program.

 

Dan can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. He also provides Estate and Tax planning, prepares Estate and Gift Tax Returns, develope Asset Protection strategies, forms Corporations and Partnerships, Administers Trusts, and Probates Estates.

Photos and videos

Location

The Lively Law Group, PC
4675 MacArthur Court
Suite 550
Newport Beach, CA, 92660

Similar lawyers nearby

Reviews

4.6 / 5.0
  19 customer reviews
5 Star
 
89%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
11%
Posted by Jillian | September 20, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent & Expedient Expertise with a Personal Touch
I hired Mr. Lively at the Lively Law Group to handle some financial/legal situations during a very difficult time in my life. Mr. Lively was very knowledgeable in both the financial and legal sides of my situation. He provided excellent and personalized service in expediting my case and resolving my legal issues. Mr. Lively holds a CPA and was notably willing to offer advise in assisting me with creating a stable & more robust financial future. As a result, today my financial outlook is strong and continuously improving. I highly recommend his services for any legal matter needing a complete and quick resolution.
Read less
Posted by Chris | May 7, 2013
IRS and FTB Case Settled
I did not think that I would ever get back in the system until I met Mr. Lively. My FTB and IRS matter were handled by Mr. Lively at the same time and now I have my life back. I cannot tell you the weight that this has lifted off my shoulders. Thank-you, Thank-you.
Posted by Jason | May 6, 2013
A Weight Off My Shoulders
I have used several tax lawyers in the past and Mr. Lively is by far the most compassionate and understanding. He took the time to review and understand my problem and then recommended a course of action that was both practical and coat effective. I would absolutely use him again and I highly recommend him to anyone that has an IRS problem like I did. Problem solved and I can now move on with my life.
Read less
Posted by Kathy | April 29, 2013
Client of Dan Lively
I have worked with Dan extensively through my divorce, taxes, and setting up my family trust. He is very efficient and trustworthy and is an expert in all his fields. I would highly recommend him to anyone.
Posted by Lois | April 29, 2013
Outstanding
Dan is wonderful to work with. He takes the time to listen, he is honest and direct . I've worked with Dan on both my personal taxes and Trust needs as well as referred him to both family members and my clients.
Posted by Eric | April 23, 2013
Franchise Tax Board
I was referred to Dan Lively by a colleague of mine. I needed guidance/assistance on a Franchise Tax Board matter that came up. After meeting with Dan and discussing my situation, it was clear this attorney was the person I wanted handling my case. Dan is a very knowledgable in a number of fields and handled my situation with complete satisfaction. This attorney takes pride in his clients. I was kept abreast of the progress of my case throughout its process.
Read less
Posted by Lori | April 23, 2013
Tax Matter Resolved
Mr. Lively handled a tax situation for us with the utmost professionalism. He is clearly well versed in this field. He is extremely approachable and a good listener. Taxes are a scary topic for most people. Dan took the worry away. He is genuinely concerned about his clients. Our tax matter was resolved and Mr. Lively saved us thousands of dollars. We will continue to use Dan in the future for all tax matters.
Read less
Posted by Pat | April 23, 2013
IRS Representation
Mr. Lively took over my IRS case. Before I retained Mr. Lively I could not sleep at night worrying about my IRS problem. Once Mr. Lively began my case I felt like a tremendous weight was lifted from my shoulders. I did not have to meet with the IRS anymore and I was kept up to date with what was happening on a regular basis. I could not be more pleased with the outcome. I would definitely recommend Mr. Lively if you have an IRS problem.
Read less
Posted by Jake | December 19, 2011
Outstanding Financial and Legal Resource
Dan and his team have helped prepare my corporate and personal tax returns for almost ten years. During this time, he has proven to be an invaluable resource, advising and providing counsel related to significant decisions that resulted in the avoidance of previously unforeseen pitfalls and easily tens of thousands in savings. I will be a client of Dan's as long as he continues to practice law, which hopefully will be a very long time.
Read less
Posted by Jerry | December 15, 2011
Tax and Financial Client
I've engaged Dan many times over the past 9 years and I have financially benefited from his knowledge pertaining to tax preparation and estate planning. Without hesitating I would recommend Dan for clients needing tax preparation or guidance in estate planning.
Posted by anonymous | November 22, 2011
Dan Lively is Great
Dan has provided with so much help throughout everything. He's given me so much information and security.
Posted by Allen | November 22, 2011
Review for Dan Lively
Mr. Lively has been the CPA / Attorney for my wife and I for many years. My wife owns a law office and I'm employed in city government. Mr. Lively's knowledge of the many laws, rules, and the subsequent changes is tremendous. He is personable and completely trustworthy.
Posted by anonymous | November 22, 2011
Excellent Tax Attorney
Mr. Lively represented me in a matter with the IRS and resolved my tax problem as promised. I would recommend his work as a tax attorney to anyone that has a problem with the IRS.
Posted by anonymous | November 22, 2011
Bank Litigation Matter
Mr. Lively took on Chase bank for me in a litigation matter and was able to beat the banks claim that I owed them money. I was able to enter into a settlement with the bank whereby I owed no money. This was an awesome and unexpected result.
Posted by anonymous | August 1, 2011
Terrific Lawyer...
Dan is the man when you need help with the IRS. He prepared and won an offer in compromise with the IRS for me. He realized that I was in an unfortunate, but advantageous situation, and felt we had a good chance given the IRS guidelines. He was right! The hard part was the waiting. Sometimes Dan is hard to get a hold of, but his responses and calls are thorough, calming, knowledgable and friendly! Thank you again Dan!!
Read less
Posted by Edward | October 12, 2009
A Good Attorney Can Be Hard To Find
Mr. Lively's services were engaged for representation on an income tax audit which is currently ongoing. Mr. Lively's knowledge of the Internal Revenue Code and his ability to apply the tax laws to the facts and circumstances in this particular tax case has proven to be most beneficial. I would highly recommend Mr. Lively's firm to anyone needing tax return preparation or needing representation before any tax agency.
Read less
Posted by Mike | October 11, 2009
Dan Lively does a great job
We have used Lively & Assoc for many years. He set up our corporation and has helped us with legal matters since. He also does our corporate tax returns. Dan has many talents since he is an attorney & real estate broker and his knowledge has been extremely helpful over the years.
Posted by Heather | May 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
No, no, no
If it were at all possible to rate Dan Lively at negative Zero stars I would do so. He took our money, promised helpf to help us with our tax situation and we did not hear from him again. We contacted him every year FOR FIVE YEARS and it was the same answer, "The IRS is backed up due to tax cuts." Little did we know he was making absolutely no attempt to help us. Go elsewhere. You are in danger of losing money, not only to the IRS, but aldo to a greedy, self serving lawyer.
Read less
Posted by anonymous | November 21, 2011
Over promised under delivered.
Dan portrayed himself as an expert in negotiating short sales, he had our file for 6 months and never once contacted the bank or did any work on the file. I finally contacted the bank on my own and found out that even after we had an offer on the property he still didn't submit the request for a short payoff. Now we're facing a trustee sale.
Read less
View less reviews

Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Tax Attorney
  • The Lively Law Group, PC
  • 1998 - Present
  • Adjunct Professor
  • Whittier Law School
  • 2009 - 2016
  • Managing Partner
  • Lively & Associates
  • 1993 - 1998
  • Chief Financial Officer
  • WesTrend
  • 1990 - 1993
  • Controller
  • Griffin Homes
  • 1987 - 1989
  • Senior
  • Kenneth Leventhal & Company
  • 1983 - 1987
View all work experience

Education

  • Chapman University School of Law
  • LL.M - Master of Laws Taxation
  • 2006
  • Western State University College of Law
  • JD - Juris Doctor
  • 1997
  • California St Univ Northridge
  • Business - BS Accounting Theory and Practice
  • 1983

Sample of Legal Cases

  • Confidential v. Commissioner of Internal Revenue
  • Favorable Reduction of Liability to Taxpayer
  • Condfidential v. Commissioner of Internal Revenue
  • "No Change" for the taxpayer
  • Confidential v. Commissioner of Internal Revenue Service
  • Approved Offer in Compromise
View all legal cases

Associations

  • Toastmasters International
  • Member
  • 2010 - Present
  • Toastmasters International
  • President
  • 2010 - Present
  • Apartment Association Southern Cities
  • Director and Treasurer
  • 2006 - Present
  • California Secretary of State
  • Notary Public
  • 2004 - Present
  • American Association of Attorney-Certified Public Accountants
  • Member
  • 2000 - Present
  • South Coast Estate Planning Counsel
  • Member
  • 2000 - Present
  • Orange County Bar Association
  • Member
  • 1998 - Present
  • United States Tax Court
  • Tax Attorney
  • 1998 - Present
  • American Bar Association
  • Tax, and trust and estate committee
  • 1997 - Present
  • State Bar of California
  • Member
  • 1997 - Present
  • California State Board of Accountancy
  • Certified Public Accountant
  • 1985 - Present
  • California Department of Real Estate
  • Real Estate Broker
  • 1985 - Present
  • State Bar of California
  • Vice-Chair - Tax Policy Committee
  • 2010 - 2010
  • State Bar of California
  • Chairman Tax Policy Committee
  • 2010 - 2011
  • American Institute of Certified Public Accountants
  • Member
  • 1985 - 2000
  • California Society of Certified Public Accountants
  • Member
  • 1985 - 2000
View all associations

Languages Spoken

  • Spanish
  • English

Honors and Awards

  • Top Lawyer Taxation Law
  • OC Metro Magazine
  • 2017
  • Top Lawyer Taxation Law
  • OC Metro Magazine
  • 2016
  • Top Lawyer Taxation Law
  • OC Metro Magazine
  • 2015
  • Top Lawyer Taxation Law
  • OC Metro Magazine
  • 2014
  • AVVO
  • Top Contributor
  • 2014
  • Certified Specialist - Taxation Law
  • State Bar of California
  • 2014
  • Certified Specialist - Taxation Law
  • State Bar of California
  • 2013
  • Top Contributor
  • AVVO
  • 2013
  • Top Lawyer Taxation Law
  • OC Metro Magazine
  • 2013
  • Certified Specialist - Taxation Law
  • State Bar of California
  • 2012
  • Top Lawyer
  • OC Metro Magazine
  • 2012
  • Certified Tax Specialist
  • State Bar of California
  • 2011
  • Top Lawyer
  • OC Metro Magazine
  • 2011
  • Top Wealth Manager (Tax Attorney and Estate Planning)
  • Orange Coast Magazine
  • 2011
  • Best Speech - Speech 5
  • Toastmasters International
  • 2010
  • Best Speech - Three Asset Protection Techniques
  • Toastmasters International
  • 2010
  • Best Speech - Sounds of the Bar
  • Toastmasters International
  • 2010
  • Top Lawyer
  • OC Metro Magazine
  • 2010
  • Best Table Top Speaker
  • Toastmasters International
  • 2010
  • Best Speech
  • Toastmasters International
  • 2010
  • Best Evaluator
  • Toastmasters International
  • 2010
  • Certified Tax Specialist
  • State Bar of California
  • 2010
  • Best Evaluator
  • Toastmasters International
  • 2010
  • Certified Tax Specialist
  • State Bar of California
  • 2009
  • Certified Tax Specialist
  • State Bar of California
  • 2008
  • Super Lawyer - Star Search Credential
  • Super Lawyers
  • 2008
  • Certified Tax Specialist
  • State Bar of California
  • 2007
  • Certified Tax Specialist
  • State Bar of California
  • 2006
  • Cal Jur Award – Tax Procedure
  • Bancroft-Whitney
  • 2006
  • Cal Jur Award – Partnership Tax
  • Bancroft-Whitney
  • 2006
  • Cal Jur Award – Corporate Tax
  • Bancroft-Whitney
  • 2005
  • American Jurisprudence Award – Federal Taxation
  • Bancroft-Whitney
  • 1997
  • American Jurisprudence Award – Estate Taxation
  • Bancroft-Whitney
  • 1997
  • American Jurisprudence Award – Wills
  • Bancroft-Whitney
  • 1996
View all awards

Publications

  • Apartment Journal
  • How Do I Recharacterize a Roth Conversion, and Why Would I Want To?
  • 2009
  • Apartment Journal
  • During Economic Downturn, NOL's Can Give Your Business a Boost!
  • 2009
  • Apartment Journal
  • FAQ: Do I Need to Pay Tax When I Sell Gold Jewelry or Collectibles?
  • 2009
  • Apartment Journal
  • New Tax Policies
  • 2009
  • Apartment Journal
  • Private Annuity Trusts are Dead
  • 2007
  • Apartment Journal
  • Asset Protection Planning Parts 1 and 2
  • 2006
  • Tax Alert
  • How to Make and Offer in Compromise to the IRS
  • 2006
  • Apartment News
  • The Basics of Estate Planning
  • 1997
View all publications

Speaking Engagements

  • Tax Law Society Monthly Meeting
  • Status of Legal Jobs after Law School
  • 2012
  • Canaday Short Sale Program
  • Short Sales for Investors
  • 2012
  • Canaday Group Seminars
  • Distressed Property Acquisitions
  • 2012
  • Star Real Estate Broker Conference
  • Tax Implications of Distressed Property Sales
  • 2011
  • Short Sale Conference
  • Short Sale Conference
  • 2011
  • Sales of Distressed Properties
  • Tax Implications of Sales of Distressed Properties
  • 2011
  • RE MAX Broker Meeting
  • The Tax Implications of Distressed Property Sales
  • 2011
  • Newport Coast Short Sale Update
  • Current Update on Short Sale Issues
  • 2011
  • Monthly Seminar Series
  • Tax and Legal Implications of Short Sales
  • 2011
  • Luxre Realty
  • Short Sales of Real Estate
  • 2011
  • Keller Williams Mission Viejo Lucheon
  • The Tax Implications of Distress Property Sales
  • 2011
  • Keller Williams Lucheon Meeting - San Clemente
  • The Tax Implications of Distressed Property Sales
  • 2011
  • Ask The Experts
  • Short Sales of Real Estate
  • 2011
  • Toastmasters Group
  • General Speaking Engagements
  • 2010
  • Toastmasters District D Speech Competition
  • Toastmaster at Toastmasters Speech Competition
  • 2010
  • Planning for Politics & Taxation
  • Politics & Taxes
  • 2010
  • Gift and Estate Tax
  • Taxation of Estates and Gifts
  • 2010
  • Estate and Gift Taxation Course
  • Taxation of Gifts and Estates
  • 2010
  • Update on Curent Tax Policies
  • Update on recent tax law changes
  • 2009
  • Good, Bad, & Ulgy Tax Law Changes for 2009
  • Tax Law Changes for 2009
  • 2009
  • Certified Apartment Manager Program
  • Certified Apartment Manager Training
  • 2008
  • Apartment Association Trade Show
  • Asset Protection Planning Techniques
  • 2008
  • Advanced Estate Planning Techniques
  • Advanced Estate Planning Techniques
  • 2008
  • Wealth Preservation Techniques
  • Wealth Preservation Techniques
  • 2007
  • Estate Planning Update
  • Estate Planning and Wealth Preservation
  • 2007
View all speaking engagements

Attorney endorsements

Received (47)
Given (36)
Endorse Henry
Unknown Attorney | Nov 18
Relationship: Other
"I endorse this lawyer as one who is a specialist in their field and highly recommend."
Tax Attorney | Oct 03
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Oct 02
Relationship: Fellow lawyer in community
"An extremely talented and well respected attorney 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."
Estate planning Attorney | Oct 01
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Oct 01
Relationship: Other
"I not only endorse this lawyer. I give this lawyer 5 stars!"
Tax Attorney | Jul 02
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Feb 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. It is clear by reading the answers in the AVVO community that this lawyer is a top notch attorney who is highly respected in the legal community."
Unknown Attorney | Jan 14
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Oct 23
Relationship: Fellow lawyer in community
"I wholeheartedly endorse Mr. Lively and have referred many tax and real estate clients to him. He is extremely knowledgeable in his practice area and he offers invaluable assistance to not only potential clients but also his colleagues in the law. He is aggressive for his clients and strives for excellence in all that he does."
Tax Attorney | Aug 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 25
Relationship: Fellow lawyer in community
"I highly endorse attorney Lively. He is deeply involved in the Avvo community and his expertise and passion is evident in his answers to questions. I highly recommend this attorney."
Tax Attorney | Jun 06
Relationship: Fellow lawyer in community
"Dan is a wealth of knowledge when it comes to taxes and he can explain taxes in normal language. I highly recommend Dan when you need a knowledgeable tax attorney."
Business Attorney | May 12
Relationship: Worked together on matter
"Dan is great lawyer and wonderful human being."
Unknown Attorney | May 05
Relationship: Fellow lawyer in community
"I endorse this lawyer. Attorney Lively has shown a deep understanding of tax issues. His answers to the Avvo community are concise, accurate, and routinely among the best."
Tax Attorney | May 03
Relationship: Fellow lawyer in community
"The answers of my colleague Mr. Lively are consistently accurate, anaytic and customized to the needs of the Avvo askers. These are exact qualities that every client should look for when hiring an attorney."
Estate planning Attorney | Jan 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mr. Lively is a well-respected attorney in both estate planning and tax law. As a divorce attorney, I often get requests for tax and estate planning attorneys in all areas of the country. Henry is at the top of my list. He is well respected by his fellow attorneys, the judges, and courtroom staff."
Estate planning Attorney | Oct 07
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Jun 25
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 08
Relationship: Worked for lawyer
"Mr. Lively is a stellar attorney. He is professional and extremely knowledgeable in all areas of tax law and estate planning. I highly recommend him for all of your tax/estate planning needs."
Estate planning Attorney | May 29
Relationship: Fellow lawyer in community
"With a great track record of hundreds of published answers to consumer questions on Avvo.com, which he does pro bono, and the recommendations from clients and attorneys alike, it is easy to see that attorney Lively is skilled and knows the law well too. If you have a legal question in his area of expertise, he is your answer. If his office is near you, I recommend him to you."
View more endorsements
Corporate and incorporation
Car accident
Estate planning
Personal injury
Divorce and separation
Bankruptcy and debt
Estate planning
Criminal defense
Personal injury