Success Stories

  • Business Transactions

    - Helped partners in a bitter business breakup to remain focused on cash payments by educating them about the tax consequences of failing to resolve their bitter dispute.

    - Negotiated the business divorce of a 28-year partnership with operations in two states.

    - Changed the structure of a buyout so that tax benefits allowed one partner to increase the buyout price at no net cost to the partner.

    - Preserved a long standing business relationship by crafting a volume-based sales incentive plan.

    - Counseled partners ending a 15-year law partnership.

    - On a number of occasions, discouraged business deals by demonstrating structural or financial flaws.

  • Business Purchases and Sales

    - Represented buyers and sellers in all sizes of deals, from small transactions (under $250,000), to the buyer of $500 million shopping mall.

  • Tax Planning and Tax Controversy

    - Represented client in sucessful audit defense of a 1031 exchange with potential tax exposure of more than $10 million.

    - Extensive experience helping multi-year non-filers get current and set up manageable payment plans.

    - Secured over $120,000 in tax relief for a multi-state contractor through LA City Business Tax Appeals, in addition to a 72% reduction in future annual taxes.

    - Negotiated many Offers-in-Compromise (OIC) and payment plans.

  • Estate Planning and Trust Administration

    - Helped guide 4 co-trustees in the distribution of a $30 million estate that included multi-layered interests in 10 properties, Prop 19 transfer issues and complex estate tax return preparation.

    - Negotiated buyout of a decedent’s interest in a family business to protect beneficiaries and preserve family control.

Community Involvement

ProVisors

Pasadena Chamber of Commerce

Irwindale Chamber of Commerce

TEN-The Esquire Network

Estate Planning Council of San Gabriel Valley

Pasadena Bar Association

Los Angeles County Bar Association

Legal Advisor to Several Charities


Bringing Business Experience to Business Law ®