Areas of Expertise

 
 


 

Taxation

Client Focus:

To make our tax planning for you more valuable, we learn about your industry and your business practices. We offer you practical advice, hands-on attention, and responsive service.

Services:

We help clients plan and document business and real estate transactions under the tax laws. Often such planning involves making sure that transactions are properly structured under these laws to maximize returns for our clients. Our services include:
  • Forming partnerships and corporations
  • Buying and selling businesses and real estate
  • Merging and restructuring businesses
  • Designing tax-free real estate exchanges
  • Creating employee stock options and other compensation arrangements
  • Advising businesses about retirement plans
  • Analyzing investment opportunities
  • Preparing tax returns for a limited number of clients
We also represent clients involved in controversies with the Internal Revenue Service, the California Franchise Tax Board, and other taxing authorities.

Clients:

Our clients include closely-held businesses, high-net-worth individuals, developers, high and low technology enterprises, foreign investors, trusts, estates, and fiduciaries.