West Point Tax Lawyers

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

See professional experience below.

Julian B. Myers is an attorney licensed to practice law in Mexico and California. Given his bi-cultural background, Mr. Myers is especially valuable in bridging the “cultural gap” that often arises in cross-border transactions. Julian B. Myers represents foreign and domestic clients with matters in the U.S. and abroad, assisting them with a wide variety of legal matters, such as:

CORPORATE AND BUSINESS

• Business planning and entity selection.
• Entity formation, ongoing maintenance and legal compliance.
• Operational matters and fundamental changes (i.e. registration in other jurisdictions, annual reports, conversions, mergers and acquisitions, etc.).
• Corporate finance, securities and private placements.
• Corporate and business tax.
• Planning, negotiating...

I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning. During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...

Benjamin Heston handles bankruptcy cases for individuals and small businesses. He has a strong background in public service and volunteering. Mr. Heston has served as Vice-President of the Riverside County Barristers Association, an organization primarily dedicated to assisting young attorneys in their transition to their new careers.

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

Jeffrey B. Pape is AV® PreeminentTMPeer Review Rated by Martindale-Hubbell® . He is a certified specialist by the State Bar of California Board of Legal Specialization in Taxation Law.

Born in Sioux City, IA, Jeff has practiced law for 35 years. He has extensive legal experience in civil litigation, trust litigation and probate litigation, in addition to business transactions and estate planning. He has also successfully handled a wide range of business litigation matters, which has enhanced his ability to counsel his business clients.

Jeff was named as a Super Lawyer in 2005 and 2009. He has a well-deserved reputation for professionalism...

I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around corporate and tax matters, including entity formation, corporate governance, mergers and acquisitions, and tax planning. I provide guidance to individuals, closely held businesses, and corporate clients on business structuring and transactional matters, aiming to minimize tax liability and support long-term strategic growth. I am recognized for my practical, thorough, and responsive approach to client service, assisting clients in navigating complex tax rules with clarity and confidence. My professional journey began with a focus on accounting and finance, and...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

I have 42 years experience in tax, business, banking and estate planning law, including 3 years as an Adjunct Professor of Law at the University of Southern California Law Center. For the past 17 years, my practice has focused on Living Trusts and Estate Planning, emphasizing legal representation of individuals and families in connection with Estate Planning, Living Trusts and drafting and implementing Family Wealth Strategies (sm). I practice in a warm, comfortable environment, where my wife (Hinda) helps to provide the perspective and wisdom of a woman, mother and grandmother to the planning by my clients. ...

Joseph McHugh is an Asset Protection Attorney in Southern California-based LA LAW CENTER, PC. Attorney Joseph McHugh and his legal team are highly knowledgeable and experienced in all aspects of Asset Protection and Tax Planning for individuals that having assets with income of $1 million to $20 million annually... or are in a business that has a high risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, etc.). His firm supports asset protection for high wealth individuals to middle-class families that wish to have loved ones facing nursing home care and need to move assets to qualify for Medi-Cal Long...

Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...

I am a tax attorney dedicated to assisting individuals and businesses in managing a wide range of IRS tax issues, from tax liens and wage garnishments to payroll tax debt and IRS audits. I earned my B.A. from Southern Methodist University in Dallas, Texas, and my Juris Doctorate from American University, Washington College of Law in Washington, D.C., with a focus on business and federal taxation law. I began my career as a commercial business litigator in Washington, D.C., and moved to New York City to work at Paul Weiss, Rifkind, Wharton & Garrison, one of the world’s most prestigious...

Ali R. Nader is a partner attorney at Cal West Law and dedicates his practice to helping individuals and families overcome financial difficulties. Ali initially studied to become an electrical engineer before pivoting to become a lawyer. He experienced and overcame tremendous financial challenges early in life and realized he wanted to spend his life helping others combat debt and its consequences. Ali is licensed to practice law by the State Bar of California and is admitted to the California Supreme Court. He is a member of the National Association of Consumer Bankruptcy Attorneys, California State Bar Association, and the...

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...

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,...

Tax Debt Approach Blog includes updates helpful for taxpayers to constantly evaluate their tax debt options ( https://rebrand.ly/TDABlog )

Tax Controversy Blog includes non-tax debt changes in rules and practical content helpful in dealing with tax agencies ( https://rebrand.ly/TCBlog )

I prepare presentations for the public on tax topics, and provide CLE of value to Attorneys and CPA's due to being a Multiple Activity Provider of Tax Specialization Continuing Education licensed by the Board of Legal Specialization of The State Bar of California.

I help startups emphasizing with an approach of keeping a low profile while gathering data, comparing which jurisdiction will...

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

Evolution Tax and Legal is a top of the line International Tax firm based in Irvine, CA. We help both individuals and small to medium-sized businesses navigate the complicated world of international tax.

Firm founder, Alton Moore is a dually licensed California attorney and CPA. Alton has a vast experience in both the legal and tax worlds.
Prior to Evolution Tax and Legal, Alton's career began in Big 4 accounting with Ernst & Young, LLP, where he worked primarily amongst the international, state and local, and real estate tax compliance and consulting practices.
Alton then moved to an in-house role with a large...