General Business
Business Entity Formation
Business Transactions
Business Restructuring
Mergers and Acquisitions
Purchase and Sale of Business Entities or Assets
Private Placements
Lease Negotiations
Voluntary and Involuntary Real Estate Exchanges (Sections 1031 and 1033)
Corporate Governance
Director and Officer Fiduciary Duties and Responsibilities
Related Party Transactions
Shareholder Relations
Buy-Sell Agreements
Employee Issues
Estate Planning
Business Succession Planning
Lifetime Gifts
Planning for Foreign Assets or Beneficiaries
Trust Administration
Wills and Trusts
Charitable Planning
Community Property Planning
Pre- and Post-Marital Agreements
International Tax and Business Advice
Investment by Non-U.S. Entities and Persons in the US
Tax Issues for U.S. Businesses Abroad
Estate and Gift Tax Issues for Non-U.S. Persons
Immigration Tax Planning
"Residence" for Federal and California Tax Purposes
Tax Planning
For Businesses:
Compensation Planning
Partnerships and LLCs
Special Allocations
Redemptions
Restructurings
"S" Corporations
Tax Free and Taxable Mergers and Acquisitions
Voluntary and Involuntary Exchanges (Sections 1031 and 1033)
For Individuals:
Charitable Donation Planning
Lifetime Gifts
Real Property Sales, Purchases, or Transfers
Voluntary and Involuntary Exchanges (1031 and 1033)
Tax Disputes
Internal Revenue Service
California State Tax Disputes
Property Tax Matters
Sales and Use Tax Matters
Nonprofit and Tax-Exempt Entities
Private Foundations
Public Charities: Formation and Operating Advice
CPA Liaison
We are frequently hired by tax professionals, such as certified public accountants (CPAs) to assist them with various tasks. Additionally, when a CPA is needed, or would more efficiently provide services for your needs (such as tax return preparation and general financial advice), we are able to direct you to a CPA versed in your particular circumstances.