Crockett Tax Lawyers

Gene Takagi is the managing attorney of NEO Law Group, contributing publisher of the Nonprofit Law Blog, and a part-time lecturer at Columbia University. At NEO, Gene has represented over 800 nonprofit organizations on corporate, tax, and charitable trust law matters. Gene is a popular writer on nonprofit legal topics and has been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, The Nonprofit Times, Taxation of Exempts, EO Tax Journal, and ALI-ABA. He is also a popular speaker who has presented at conferences for Independent Sector, BoardSource, NAAG/National Association of State Charity Officials, CalNonprofits, the...

James H. (Jim) Gulseth was born and attended high school in Devils Lake, North Dakota and graduated with an A.B. degree from the University of California at Berkeley. Jim earned his JD degree at the University of California Hastings School of Law in San Francisco and is admitted to practice in the State of California and before the Federal District Court, Northern District of California, and the U.S. Court of Appeals, Ninth Circuit. He is a member of the Corporations, Business Transactions, Securities and Tax and Intellectual Property Sections of the State Bar of California. Jim’s reported cases include...

Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...

Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...

For over thirty years, Steve and his law firm have successfully helped tens of thousands of clients with tax representation and resolving all types of tax situations that can arise with federal and state taxes. Examples of his services include, but are not limited to: civil and criminal tax representation, including representation in the related non-tax case, such as money laundering, audits with the various federal and state taxing authorities, tax planning, preparation of current and delinquent tax returns, resolution of disputed amounts due or inability to pay balances that the client agrees are due, defense of investors and promoters...

I am a Certified Specialist in Estate Planning, Trust Administration and Probate Law. Based in Mountain View, I offer Flat Fee pricing for your legal needs.

I am committed to empowering my clients to create an estate plan or settle an estate in a convenient, efficient, and pleasant manner. With over 20 years of experience, I love helping clients protect loved ones and attain peace of mind.

A mother of two children, my practice is dedicated to making a positive difference for families and children.

Robert L. (Bob) Taylor was born near Philadelphia, Pennsylvania, and attended high school in Berkeley, California. Bob graduated Phi Beta Kappa and with high honors from the University of California at Berkeley in 1982 with an A.B. degree in Economics. Bob graduated from the Boalt Hall School of Law (UC Berkeley) in 1985, where he was a member of the California Law Review. In 1985, he was admitted to practice in the State of California and before the Federal District Court, Northern District of California, and the U.S. Court of Appeals, Ninth Circuit. He has since also been admitted...

Jean Claude (JJ) B. Mallein Jr. is an experienced business, tax and trusts and estates attorney. Dedicated to wealth preservation, he has focused his education and practice on helping California residents secure their estates and prepare for the future. As a partner at boutique tax and estate planning firm in the Silicon Valley, Mr. Mallein gained valuable experience in wealth management, estate planning, tax planning, business succession planning, trust and estate administrations, tax controversy, real estate transactions and like-kind exchange cases. He is fully prepared to tackle complex business and estate planning cases. Mr. Mallein is a Dual Certified...

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...

Tax Attorney

James Creech is a tax attorney who helps clients of all sizes navigate complex tax laws in order to pay the minimum amount of tax due. He offers both tax planning and tax controversy (disputes with a taxing authority) services. He frequently represents taxpayers during audits, tax litigation, and collection matters in front of the IRS and California and Illinois state agencies.

Michael Wiesner practices in the firm's tax and M&A groups. His work includes a focus on corporate transactions and cross-border entity structuring. He regularly advises on the tax aspects of multi-step mergers and acquisitions, including Internal Revenue Code section 351 investments in conjunction with mergers, section 355 spin-offs in conjunction with acquisitions, and complex sale/redemption structures. His other interests include the US tax consequences of foreign employers' Incentive Stock Option (ISO) plans, the tax aspects of stock grants under section 83, and private equity fund tax structuring. Mr. Wiesner's clients include individuals and businesses located in the US, India, Switzerland,...

TaxHelpers was founded by Alex V. Gluzman. Mr. Gluzman is a San Francisco tax attorney, and an expert in resolving tax problems. He is responsible for saving millions of dollars in taxes, penalties and interest through the offer in compromise and audit reconsideration programs. Prior to starting TaxHelpers in 1997, Mr. Gluzman worked as a Senior Tax Consultant for Deloitte and Touche LLP, a multinational accounting firm, where he advised high net worth individuals and large corporate taxpayers on various tax and bankruptcy issues. Alex is a member of the State Bar of California, Bar Association of San Francisco, and American Bar...

Mr. Bartholomew, a native of Elk Grove, California, received his Bachelor of Arts degree in Political Science at the University of California, Davis, and his Juris Doctor from the same institution. Formerly a partner for 15 years with the law firm of Desmond, Miller, Desmond & Bartholomew, he co-founded the firm of Bartholomew & Wasznicky in 1989. He is a retired captain in the United States Army Reserve and is a licensed real estate broker. In addition to membership in the California Bar, he is admitted to practice before the United States Supreme Court and the United States Tax...

Board-certified tax professional specializing in federal and California tax law. I handle individual and business tax planning, employment tax matters, and international tax compliance. Experienced in resolving complex disputes including audits, appeals, and litigation. I offer targeted, proactive solutions to achieve optimal tax outcomes. Contact me for a complimentary 30-minute consultation.