Business Estate & Tax Attorneys, P.C.

Tax Controversy

We assist clients in anticipating and resolving tax controversies.  Our clients include corporations, partnerships, estates, individuals facing every type of dispute resolution with taxing authorities, including:

  • Audits of federal estate, gift or generation-skipping tax returns.
  • Investigations and actions involving the Internal Revenue Service and other federal, state and local agencies and authorities.
  • Compliance, regulatory and related issues.

EXPERIENCE

  • Advised members of the family with multi-jurisdictional European contacts with respect to tax planning for ultimate exposure to worldwide US income and transfer taxation.
  • Advised individual in relation to wealth transfer and business succession planning, creditor protection planning, insurance planning, and estate tax reduction planning for members of the client's family.
  • Represented clients before U.S. Tax Court.
  • Settled matter with the IRS for an individual who owned a California partnership.
  • Represented client on questions of business and travel expense deductibility.
  • Represented client in a request for innocent spouse relief.
  • Represented client before the Franchise Tax Board.
  • Represented client before the Franchise Tax Board.
  • Represented clients before the Board of Equalization.