tax planning for trusts and estates

Our tax department represents high-net-worth individuals and their closely held companies in all aspects of creative estate planning, post-death planning, trust and estate administration, and related trust and estate litigation.

tax controversy & litigation

We assist clients in a wide variety of federal, state and local tax controversies relating to income tax, estate and gift taxes, sales and use taxes, gross receipts taxes and property taxes. We represent both domestic and foreign clients in complex tax audits and examinations by the Internal Revenue Service, the California Franchise Tax Board, the California Employment Development Department, the California State Board of Equalization, and other state and local taxing authorities. Our attorneys include a former Special Assistant U.S. Attorney and an Attorney (Estate Tax) with the Internal Revenue Service.

• Negotiating with auditors and appellate officers to minimize tax liabilities.
• Litigating disputes, including in the U.S. Tax Court, the U.S. Court of Federal Claims, Federal District Courts and before administrative and state law agencies, all in an expeditious and cost-effective manner.
• Resolution of property tax disputes with the California State Board of Equalization and local County Assessors, and representation of clients at hearings before administrative boards in the resolution of property tax disputes.
• Sophisticated sales and use tax disputes with the California State Board of Equalization and other State agencies for clients domiciled both within and outside of California.
• Negotiating numerous employment tax disputes with the Internal Revenue Service, the California Employment Development Department, and other State agencies. Special expertise in controversies involving whether an employer has properly classified one or more of its workers as an employee or an independent contractor.

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Attorneys

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