Tax

“In this world nothing can be said to be certain, except death and taxes.”  Benjamin Franklin spoke these words over two centuries ago but the implications of Mr. Franklin’s insight continue to be relevant today.  Whether a client is reorganizing or selling a successful business, shifting wealth to the next generation or transferring interests in real estate, our attorneys provide sound tax advice with an eye towards minimizing taxes.  We regularly provide income tax counsel in the following business areas:

  • Purchases and sales of businesses
  • Mergers and acquisitions of businesses
  • Preparation of buy-sell and shareholder agreements
  • Succession planning for closely-held businesses

We also have substantial experience in handling federal estate and gift tax controversies with the Internal Revenue Service. 

We frequently assist clients in navigating the complex California real property tax laws and structuring transactions in a manner to preserve lower property tax bases under California’s Proposition 13.