Experienced attorney with a primary focus on federal and state tax controversy and litigation. Represents individuals and business clients, which include small businesses, corporations, charitable organizations, estates, and trusts in all phases of civil tax controversy, collection action, settlement, compliance, tax litigation, audit representation, foreign tax issues, and tax return preparation.
Audit Representation: Defends clients before Internal Revenue Service, Franchise Tax Board, Employment Development Department, and State Board of Equalization audit examinations with minimal tax and penalty exposure.
Settlements and Installment Agreements: Success rate of approximately 90% in tax settlement negotiations over the past 5 years.
Tax Planning: Counsels business and individual clients of the tax consequences of a transaction and develop strategies to achieve desired results with minimal tax consequences and audit exposure.
Estate Planning, Probate, and Trust Administration: Drafts comprehensive estate plans for individual clients, represent clients at evidentiary hearings in probate matters, and assist in trust administration.
Contract Negotiation and Drafting: Leads negotiations, assists in financial and general due diligence, structures transactions, and drafts a broad variety of agreements, including buy/sell of business, real estate lease, employment, vendor, and corporate governance.
We have not found any instances of professional misconduct for this lawyer.