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Tax Planning Expert Witness

Keywords

Drafting Wills, Trusts, Family Partnerships, Estate, Generation Skipping, Transfer Tax Planning Estate, Trust Controversies, Litigation, Retirement Planning, Fiduciary Planning, Prenuptial, Property Agreements, Charitable Contribution Planning, Business Start Up Analysis, Planning, Drafting, Buy Sell Agreements, Contract Negotiation Drafting, Proposition 13 Real Property, Tax Planning, Business Purchases, Sales, Reorganizations, Business Plan Preparation, Tax Treaty Planning, Ira Qualified Plan Distribution Analysis, Intellectual Property Planning, Individual, Corporate, Partnership, Llc Planning, Deferred Compensation Planning, Dispute Negotiation, Arbitration, Settlements, Professional Corporation Planning, Independent Contractor Status Planning, Strategic Planning, Compensation Planning

California
Expert No. 1149

Experience

Over 30 years of experience in assisting and advising clients in tax and business planning matters, focusing on international, real estate, small business, and estate planning including wills, trusts, probates and estate administration.
  • Certified Specialist in Taxation Law by the California Board of Legal Specialization of the State Bar of California.
  • Certified Specialist in Estate Planning, Trust & Probate Law by California Board of Legal Specialization, The State Bar of California.
  • Author of numerous articles on international taxation and estate and gift tax planning.

Professional Societies
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • California Bar Association
  • San Francisco Estate Planning Council
  • American Association of Attorney-Certified Public Accountants
  • International Fiscal Association
  • Chairman, Advisory Board of the San Francisco District of the Federal Small Business Administration
  • Secretary, California Small Business Association
  • Chairman, International Tax Committee, San Francisco Chapter of California Society of CPAs
  • San Francisco Tax Club
Education

San Jose State University, B.A., 1966

Golden Gate University, M.B.A., 1974

San Francisco Law School, J.D., 1979

Lecturer

Adjunct Lecturer, Golden Gate University Law and Graduate School

New York University Institute on Federal Taxation

World Trade Institute

Real Estate Securities & Syndication Institute

Various small business conferences
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