Charter Oak Tax Lawyers

Charoletta Juanita Ransom
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Charoletta Juanita Ransom
Pomona, CA Tax Law Lawyer with 25 years of experience
(909) 397-7197 401 South Main Street
Suite 210
Pomona, CA 91766
Tax and Workers' Comp
Univ of LaVerne COL
BA Degree from the University of Southern California - 1994; JD Degree from University of La Verne - 1999.
From Placentia, California and raised by family in Phillips Ranch, California.

My practice is Pomona, California and this affords me the ability to offer, top notch legal services as an affordable and competitive rate.

Our firm strives to make the world a better place, one client at a time.
Luis Dena Osollo
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Luis Dena Osollo
Arcadia, CA Tax Law Lawyer
(626) 226-8911 450 East Live Oak Avenue
Arcadia, CA 91006
Tax
Santa Clara University School of Law, Golden Gate University School of Law and The Hague Academy of International Law
I am Luis D. Osollo, an Attorney at Law in California and a Solicitor of the Senior Courts of England & Wales. I am licensed to practice law in both the United States and the United Kingdom, which allows me to operate legally in various Commonwealth realms, including certain European nations and principalities post-BREXIT, as well as specific member nations of ASEAN and BRICS. My legal practice primarily focuses on Private International Law. I work on international tax planning, which involves advising on and structuring asset transfers that are inbound, outbound, or foreign-to-foreign. My duties also include structuring for tax...
Joseph Wilson
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Joseph Wilson
Yorba Linda , CA Tax Law Attorney with 23 years of experience
(714) 463-4430 18281 Lemon Drive
Yorba Linda , CA 92886
Tax, Administrative, Appeals and White Collar Crime
University of San Diego and James E. Rogers College of Law, University of Arizona
Mr. Wilson is a former Federal Prosecutor, IRS Attorney and FTB Attorney. Mr. Wilson is the managing partner at the Wilson Tax Law Group, which is a law firm serving the Newport Beach and Yorba Linda areas that specializes in civil audits and criminal tax matters, involving federal and state tax authorities. The firm represents taxpayers during civil audits, administrative appeals, all phases of collection, judicial proceedings in all trial and appellate courts. The firm handles a wide variety of matters including international compliance and offshore banking matters. The firm is headed by Mr. Wilson, whose impressive background includes...
Victor J. Yoo
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Victor J. Yoo
Pasadena, CA Tax Law Lawyer with 30 years of experience
(888) 553-8000 225 S Lake Ave 10th Floor
Pasadena, CA 91101
Tax, Bankruptcy, Business and White Collar Crime
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
William Martin Burbank
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William Martin Burbank
Fullerton, CA Tax Law Lawyer with 21 years of experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
Howard S. Borenstein
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Howard S. Borenstein
Upland, CA Tax Law Attorney with 40 years of experience
(909) 984-6305 299 W Foothill Blvd
#270
Upland, CA 91786
Free ConsultationTax
Southwestern Law School
For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...
Jeffrey Burton Kahn
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Jeffrey Burton Kahn
Long Beach, CA Tax Law Attorney with 36 years of experience
(866) 494-6829 111 West Ocean Blvd., Suite 400
Long Beach, CA 90802
Tax
University of Miami School of Law and University of Miami School of Law
The Law Offices Of Jeffrey B. Kahn, P.C. are uniquely qualified in tax. Is the IRS breathing down your neck and sending you intimidating notices and telephone calls? Are you having tax problems? Is the IRS filing liens, garnishing your wages, levying assets, and devastating your financial and personal life? IRS tax debts require immediate action. Don’t put off dealing with tax debts; inaction could be very expensive. Instead, consider professional IRS help. The Law Offices of Jeffrey B. Kahn, P.C. are uniquely qualified in tax, probate, trust, and business law. We can provide responsive, proactive...
Brett Gregory Evans
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Brett Gregory Evans
Anaheim, CA Tax Law Lawyer with 18 years of experience
(844) 443-5229 155 N Riverview Drive
Suite 223
Anaheim, CA 92808
Tax, Arbitration & Mediation, Business and Securities
University of Washington School of Law and University of Utah
Brett Evans delivers experience in securities, corporate, mergers and acquisitions, energy and tax law with his securities career beginning in 1995. At Evans Law, PC, Evans counsels corporations, asset management companies, securities issuers, broker-dealers, investment advisers, registered representatives and other financial industry participants in the areas of securities offerings, arbitration, litigation, broker-dealer and registered investment adviser regulation, compliance, due diligence, securities investigation and enforcement and a diverse range of transactional matters. During his career, Evans has been involved in structuring and drafting more than $1.7 billion in private placement and joint venture transactions in energy, real estate and...
Teresa Lynn Morrell
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Teresa Lynn Morrell
Upland, CA Tax Law Lawyer with 11 years of experience
(909) 447-9790 876 N Mountain Ave #200-W
Upland, CA 91786
Tax, Business, Environmental and Real Estate
William Howard Taft University
Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...
Tamar Terzian
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Tamar Terzian
PASADENA, CA Tax Law Lawyer with 17 years of experience
(818) 242-1100 1122 East Green Street
Suite 201
PASADENA, CA 91106
Free ConsultationTax, Bankruptcy and Real Estate
Western Michigan University Cooley Law School
Mrs. Terzian is the founder and partner of Terzian Law Group, APC. Mrs. Terzian represents a variety of clients ranging from individuals, trustees to small businesses. Mrs. Terzian’s experience includes prominent restructurings in chapter 11 cases, business litigation, representation of creditors committees, debtors and institutional clients. Mrs. Terzian is recognized as Top Attorney 2015 from Pasadena Magazine.

Mrs. Terzian was a Judicial Extern to the Honorable Robert W. Alberts, United States Bankruptcy Court, Central District of California. Mrs. Terzian later served as a Judicial Law Clerk to the Honorable Robert N. Kwan, United States Bankruptcy Court, Central...
Albert Lum
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Albert Lum
Pasadena, CA Tax Law Attorney with 62 years of experience
(626) 795-8886 1005 E Colorado Blvd
Suite 207
Pasadena, CA 91106
Tax, Business and Immigration
USC Law School
As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
Sergio Andres Rodriguez-Gomez
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Sergio Andres Rodriguez-Gomez
Pasadena, CA Tax Law Attorney with 19 years of experience
(855) 999-4004 221 East Walnut St.
Suite #227
Pasadena, CA 91101
Tax, Business and Real Estate
Universidad de la Sabana
Sergio A. Rodriguez was drafted in 1998 by one of the “big five” consulting and accounting firms. He provided advice and representation for multinational corporate clients in the areas of taxation and commercial law. Mr. Rodriguez came to California in 1999 to further his education in the area of business law and obtained a Master in Business Administration in year 2000.

Mr. Rodriguez was a partner at Russakow Ryan & Johnson for 3 years, and is now the owner and Managing Attorney of SRG Law Group. During his carrier Mr. Rodriguez has acquired significant experience in many different fields...
Michael Anthony Smith
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Michael Anthony Smith
Arcadia, CA Tax Law Attorney with 30 years of experience
(626) 357-1177 230 E Foothill Blvd
suite c
Arcadia, CA 91006
Tax and Business
Univ of LaVerne COL
Kevin Lee VandenBroeke
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Kevin Lee VandenBroeke
Chino Hills, CA Tax Law Attorney with 9 years of experience
(866) 684-0684 5811 Pine Avenue
Suite A
Chino Hills, CA 91709
Free ConsultationTax and Business
I am a Southern California attorney practicing in Taxation, Estate Planning, and Business law. With my Master of Laws in Taxation and the experience leading teams of attorneys, CPAs, and Enrolled Agents, I am able to help my clients identify key needs and provide solutions tailored to their goals. I am a full-service tax law practitioner, offering a broad range of representation, including tax audit or controversy, income tax planning, estate planning, or business representation. By combining a fundamental understanding of the big picture with the complexity of daily interactions and experiences, I provide proactive solutions to a diversity of clients,...
Angela Hawekotte
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Angela Hawekotte
Pasadena, CA Tax Law Attorney with 45 years of experience
(626) 583-8000 790 East Colorado Boulevard
Suite 300
Pasadena, CA 91101
Tax and Business
University of Wales, Aberystwyth UK and Loyola Law School, Los Angeles
David Robert Gunnin
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David Robert Gunnin
Chino, CA Tax Law Attorney with 46 years of experience
15338 Central Avenue
Chino, CA 91710
Tax and Bankruptcy
Western State Univ
Attorney Gunnin is ready to take on your case and support you! When you come to the Law Offices of David R. Gunnin, a Chino bankruptcy lawyer will be glad to come to your assistance and support you. Attorney Gunnin obtained his Bachelor of Science degree at the University of North Carolina. He later furthered his education by earning his Juris Doctorate from Western State University College of Law. He has a thorough understanding of bankruptcy law, having served clients for more than 34 years. He is a member of the Inland Empire Bankruptcy Forum and the California State Bar...
Benjamin K Lee
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Benjamin K Lee
Whittier, CA Tax Law Lawyer
13215 East Penn Street, Suite 510
Whittier, CA 90602
Tax
University of California - Davis
Michael W. Brooks
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Michael W. Brooks
Arcadia, CA Tax Law Attorney with 28 years of experience
(626) 684-0428 440 E. Huntington Dr.
#300
Arcadia, CA 91006
Tax
New York University School of Law and American University Washington College of Law
Henry John Moravec III
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Henry John Moravec III
San Marino, CA Tax Law Lawyer with 35 years of experience
(626) 793-3210 2233 Huntington Dr
San Marino, CA 91108
Tax
Loyola Law School
Mr. Mace Abdullah
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Mr. Mace Abdullah
Pasadena, CA Tax Law Lawyer
(626) 204-4016 1055 E. Colorado Blvd.
Suite 500
Pasadena, CA 91106
Free ConsultationTax
James Francis Miller
Pasadena, CA Tax Law Attorney with 49 years of experience
(626) 792-2910 1275 E Green St
Pasadena, CA 91106
Tax
Southwestern University School of Law and Southwestern University School of Law
Anthony Craig Grossman
Pasadena, CA Tax Law Attorney with 30 years of experience
(626) 578-0708 201 S Lake Ave
403
Pasadena, CA 91101
Tax, Business and Real Estate
Southwestern University School of Law and Southwestern University School of Law
Alice A Salvo
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Alice A Salvo
Woodland Hills, CA Tax Law Attorney with 43 years of experience
(818) 909-7045 20350 Ventura Blvd #110
Woodland Hills, CA 91364
Free ConsultationTax
Southwestern Univ School of Law and University of Miami School of Law
Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...
Samuel  Landis
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Samuel Landis
Beverly Hills, CA Tax Law Attorney with 33 years of experience
(310) 285-3999 9100 Wilshire Blvd
601E
Beverly Hills, CA 90212
Free ConsultationTax
Southwestern Univ School of Law, Southwestern University School of Law and Boston University
Samuel possesses a Master’s Degree in Taxation (LL.M.) from Boston University. Since 1997, Samuel has been the founder and managing partner of the tax law firm Segal, Cohen & Landis, P.C. (SCL). Under Samuel’s leadership, SCL has distinguished itself as one of the preeminent specialty tax law firms in the United States having successfully represented over 15,000 clients. Samuel has personally handled thousands of tax cases himself, many of which have been the largest and most complex cases in their respective industries including sports, entertainment and gaming. Because of the high profile nature of many of Samuel’s cases, they have...
Joseph Abrams
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Joseph Abrams
Santa Ana, CA Tax Law Attorney with 27 years of experience
(714) 883-9822 900 W. 17th Street
Suite E
Santa Ana, CA 92706
Free ConsultationTax and White Collar Crime
Southwestern University School of Law
From his federal criminal defense and sentence mitigation law firm in Orange, California, attorney Joseph Abrams provides unmatched legal representation and results to clients in Orange County and throughout Southern California including Los Angeles, Riverside, San Diego, and El Centro who are under investigation for, charged with, or awaiting sentencing on any type of federal criminal offense. With extensive knowledge and experience in all areas of federal criminal practice, including expert knowledge of the federal sentencing guidelines and federal sentencing advocacy, Mr. Abrams achieves notable success in obtaining favorable results for his clients' serious and pressing legal challenges. Prior to starting his...
Daniel W. Layton
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Daniel W. Layton
Tustin, CA Tax Law Lawyer with 19 years of experience
(949) 301-9829 17702 Irvine Blvd, Ste 200
Tustin, CA 92780
Tax, International and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School
Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...
Zaher Fallahi
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Zaher Fallahi
Los Angeles, CA Tax Law Attorney with 14 years of experience
(877) 687-7558 10880 Wilshire Blvd., Suite 1101
Los Angeles, CA 90024
Free ConsultationTax and Business
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
Mitchell A. Port
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Mitchell A. Port
Los Angeles, CA Tax Law Lawyer with 42 years of experience
(310) 526-3433 9054 Cresta Drive
Los Angeles, CA 90035
Free ConsultationTax and Business
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.

In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:

Lost wills

Will contests

The removal of executors and trustees

Petitions for probate

Trust administration

Probate litigation

Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...
David Ostrove
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David Ostrove
Los Angeles, CA Tax Law Attorney with 65 years of experience
(323) 939-3400 c/o Southwestern School of Law
6157 Wooster Ave
Los Angeles, CA 90056
Free ConsultationTax, Arbitration & Mediation and Business
Southwestern University School of Law
I am a dedicated and skilled estate planning and tax law attorney with more than 40 years of experience. My firm delivers expert advice to clients in the Southern California area.

My areas of practice include estate planning, wills, probate, trusts, estates, guardianships, conservatorships, and tax law.

Whatever your estate planning or tax issue is, I will work tirelessly and help you through every step of your case.
David D L Horton
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David D L Horton
Riverside, CA Tax Law Lawyer
(310) 310-9866 4129 Main St.
Ste 201
Riverside, CA 92501
Free ConsultationTax and Business
University of Northwestern California, School of Law
We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...
Dennis N. Brager
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Dennis N. Brager
Los Angeles, CA Tax Law Attorney with 47 years of experience
(310) 208-6200 12121 Wilshire Blvd
#600
Los Angeles, CA 90025
Free ConsultationTax
New York University
Call (310) 208-6200 to see if you qualify for a consult with Dennis Brager, first 15 minutes FREE. Mr. Brager is a California State Bar Certified Tax Specialist and a former Senior Trial Attorney for the Internal Revenue Service's Office of Chief Counsel. In addition to representing the IRS in the United States Tax Court, he advised the Service on complex civil and criminal tax issues. Mr. Brager's attorney firm of 15 attorneys and support staff is based in West Los Angeles. He has been featured every year from 2008-2023 as a Super Lawyer in the field of Tax by Los...
Alexander Kugelman
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Alexander Kugelman
Irvine, CA Tax Law Lawyer with 16 years of experience
(888) 498-8090 300 Spectrum Center Dr
#400
Irvine, CA 92618
Tax and Business
Chapman University Fowler School of Law
Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...
Michael Wells
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Michael Wells
Pasadena, CA Tax Law Lawyer with 52 years of experience
(626) 684-4466 225 S Lake Ave
3rd Floor
Pasadena, CA 91101
Free ConsultationTax
San Fernando Valley College of Law
Beginning in 1972, Michael commenced his career as an Attorney/Advisor for the Department of Treasury, Tax Legislative Counsel, Internal Revenue Service, whereby he served as a liaison with the House Ways & Means Committee, Senate Finance Committee, and the Joint Committee on Taxation for the United States Congress. After working for the IRS for many years, he decided to use that knowledge to help businesses and individuals with tax problems. Throughout his professional journey, Michael has successfully represented over 1700 clients in various tax-related matters before the IRS, including tax audits, complex tax resolutions, Offers in Compromise, installment agreements, lien and...
Pedram Ben-Cohen
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Pedram Ben-Cohen
Los Angeles, CA Tax Law Lawyer
(310) 272-7600 1901 Avenue of the Stars
11th Floor
Los Angeles, CA 90067
Tax
Georgetown University Law Center
Pedram Ben-Cohen is an Attorney-at-Law and a Certified Public Accountant (CPA) who specializes in civil and criminal tax controversy and litigation. Mr. Ben-Cohen is also a Certified Taxation Law Specialist, certified by the State Bar of California Board of Legal Specialization. Attorneys who are certified as tax specialists have taken and passed a bar exam in taxation, demonstrated at least 5 years of high level experience in tax, fulfilled ongoing education requirements, and been favorably evaluated by other attorneys and judges familiar with their work.

Mr. Ben-Cohen represents clients in civil and criminal tax matters, including voluntary disclosures, offshore matters, audits,...
David L. Crockett
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David L. Crockett
Newport Beach, CA Tax Law Attorney with 54 years of experience
(949) 851-1771 901 Dove St
#120
Newport Beach, CA 92660
Free ConsultationTax and Real Estate
University of California - Los Angeles and University of California - Berkeley
California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...
Burton A. Mitchell
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Burton A. Mitchell
Los Angeles, CA Tax Law Attorney with 47 years of experience
(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Tax and Business
Taxation New York University School of Law and Georgetown University
I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.

A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.

I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...
Jeffrey Paul Geida
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Jeffrey Paul Geida
Los Angeles, CA Tax Law Lawyer
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Tax and Business
New York University School of Law and Pepperdine University School of Law
Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.

Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....
Michael C Dallo
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Michael C Dallo
Irvine, CA Tax Law Lawyer with 13 years of experience
(949) 812-6930 300 Spectrum Drive, Suite 400
Irvine, CA 92618
Free ConsultationTax
New York University and University of San Diego School of Law
Michael Dallo, CPA, JD, LL.M., the founder of Dallo Law Group in San Diego, California, is both a tax attorney and certified public accountant (CPA). Unlike most tax attorneys who usually only have a J.D., the basic law degree, he also holds a masters of law degrees (LL.M.) in tax, is a Certified Tax Law Specialist, and is an adjunct professor of taxation in the Masters of Tax program at the University of San Diego. His dual background in both law and accounting, his dedication to the tax profession, his passion to educate in tax, and his persistence in the...
Jonathan S. Forster
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Jonathan S. Forster
Los Angeles, CA Tax Law Attorney with 29 years of experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Free ConsultationTax
Loyola Law School, Los Angeles
Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.

Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...
Eric R. Bardwell
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Eric R. Bardwell
Irvine, CA Tax Law Lawyer with 16 years of experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Tax and Business
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...

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