Success Stories
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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.
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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.
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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.
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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