Rosamond Tax Lawyers

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,...

Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.

Beth has an Executive LL.M. in Taxation from New York University. While in law...

Mr. Sheffield is one of the top estate planning, tax, and trusts and estates attorneys on the Central Coast. His practice focuses on advising individuals and families regarding tax, estate planning, probate, trust and business succession matters, and advising corporations, partnerships and limited liability companies regarding business and tax matters.

Mr. Sheffield is a Certified Tax Specialist. He has been awarded a Martindale-Hubbell rating of AV Preeminent, signifying the highest level of ethical standards and legal ability, for 28 consecutive years. He has also been recognized as a Southern California Super Lawyer.

Mr. Sheffield is a past Chairman of the...

With four decades of experience, I am dedicated to Estate Planning, Tax, and Business Law representation, with an emphasis on wealth transfer and business succession planning. I offer clients throughout the Los Angeles area, custom plans to address their personal and business needs.

In addition to extensive experience, I am a Certified Specialist in Taxation, and have degrees in Accounting and Business Administration. With knowledgeable and skilled advocacy, I address the unique concerns and objectives of my clients. I am committed to comprehensive representation leading to the best possible outcomes.

Visit my website for more information, and contact me to see how...

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Michael Feispor works closely with our clients to develop comprehensive estate and wealth transfer plans that address our clients' unique family dynamics and financial circumstances. With an LL.M. in Taxation, Michael is particularly adept at advising clients on real property, individual, corporate and partnership tax issues. Clients appreciate Michael's patience, responsiveness and his ability to break down technical issues into everyday language.

Michael began his career as a tax attorney at Skadden, Arps, Slate, Meagher & Flom LLP and joined Weinstock Manion to focus on estate and wealth transfer planning. His advanced knowledge and understanding of business transactions and tax matters...

Having spent 15 years as an IRS Office of Chief Counsel attorney, Mindy Meigs has a unique insider perspective to the way the IRS works.

She applies her immense experience and procedural knowledge to leverage the process in her client’s favor on all IRS matters, including collections, audits, and litigation.

“Because I know that inside information, it helps me generate strategies and decision points needed for my clients because I know what’s going to happen next,” Mindy said.

Her work in the IRS Office of Chief Counsel primarily focused on Audits, where she would represent the government in U.S. Tax Court, and Collections,...

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

I graduated with a Bachelor of Science in Accounting. In undergraduate school, I became fascinated about taxes. This led me to graduating Chapman Law School with an emphasis in tax in 2013. Initially, I worked in workers compensation but decided to eventually pursue my interests in tax law. I have been representing taxpayers for many years. My experience in workers compensation and helping injured workers obtain the benefits they deserve has given me a unique perspective of what it takes to help those that are disadvantaged. I continue to bring this perspective and sense of duty when representing taxpayers before the...

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...

Jonathan Sooriash Esq. LL.M. represents taxpayers to resolve and settle their tax debt with the IRS and State Tax Departments. J. David Tax Law LLC assists both individuals and businesses in becoming compliant with the IRS as well as with the departments of revenue for all 50 states. They prepare and file any missing tax returns for their clients, help them achieve optimal solutions to their tax debt, and help them manage their financial lives. They can help with the following: IRS Audit Defense, Tax Appeals, Payroll Tax Issues, Installment Agreements, Currently Non Collectible, Penalty Abatement, Innocent Spouse, Wage Garnishments,...

Igor S. Drabkin is a principal of Holtz, Slavett & Drabkin, A Professional Law Corporation, and a former IRS Senior Trial Attorney. Igor devotes his skills and experience to representation of clients in disputes with the Internal Revenue Service and State tax authorities, both administratively and in court. He litigates tax cases in all federal and state courts. In addition, Igor represents clients in tax audits, fraud and criminal investigations, tax appeals and collection matters. He appears frequently before the Internal Revenue Service, the California Franchise Tax Board, the Employment Development Department, and the State Board of Equalization.

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...

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....

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Bob graduated from Georgetown University magna cum laude. After college, he was awarded a Rotary International Fellowship and studied at the University of Lisbon in Portugal. Upon returning to the U.S., Bob worked for several years and then attended the University of Chicago Law School where he graduated with Honors. Since graduation, Bob has practiced labor & employment law in Orange County, California. In 2003, he founded Legally Nanny, the leading law firm providing legal and tax advice to household employers and domestic employment and homecare agencies. Bob represents household employers, domestic employment and homecare agencies, businesses and individuals in a wide variety...

Tax and business law focusing on the entertainment, real estate, technology, and healthcare industries.

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...

Howard Rosenblatt handles civil and criminal tax controversy administrative practice and litigation, including audit defense and collection matters. He represents business entities and individuals before state and federal taxing authorities, including the IRS, Department of Justice, United State's Attorney's Office, California State Board of Equalization, California Franchise Board, California Employment Development Department and California Unemployment Insurance Appeals Board. Previously, he worked at the office of District Counsel for the Internal Revenue Service as a Senior Tax Attorney for over ten years.

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

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...

Charlie May is the founder and lead attorney of The Law Office of Charles A. May. Located in Irvine, the firm serves clients in Santa Ana, Costa Mesa, and throughout Orange County, as well as Los Angeles and all of Southern California. The firm practices extensively in the area of bankruptcy, with a focus on consumer bankruptcy and Chapter 7 in particular. The firm also handles Chapter 13 consumer bankruptcies for businesses. In addition, Charlie leverages his significant experience in tax law to aid people with IRS problems and property tax issues in Irvine and Southern California. Charlie is a compassionate...

Over 25 years of experience with all aspects of tax law, I act as a trusted advisor to clients on strategies targeted at optimizing tax efficiency of transactions and tax audits.

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...

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,...

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

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...

Golding & Golding: Our firm specializes exclusively in IRS offshore disclosure. 

We are the "go-to" firm for other Attorneys, CPAs, Enrolled Agents, Accountants, and Financial Professionals across the globe. Our attorneys have worked with thousands of clients on offshore disclosure matters, including FATCA & FBAR.

Each case is led by a Board-Certified Tax Law Specialist with 20 years of experience, and the entire matter (tax and legal) is handled by our team, in-house.

To learn more, visit us at: https://www.goldinglawyers.com.

With four decades of legal experience, I provide counsel for Business, Real Estate, Estate Planning, Tax, Intellectual Property, Entertainment & Sports, and Hospitality Law matters. Based in Southern California, I represent clients as outside general counsel throughout the world. I am dedicated to delivering legal expertise and experience focused on the best possible outcomes.

Highly accomplished and respected by peers, I have been honored as the 2018 Southern California Lawyer of the Year for Closely-Held Companies & Family Businesses Law, and the 2019 Southern California Lawyer of the Year for Trusts and Estates.

Outside of work, I am committed to giving...

I am a skilled California Business and Tax attorney. I represent clients with complex domestic and international law matters.

With over 20 years of experience, I am knowledgeable in a vast array of legal planning, transactions and disputes. I am dedicated to providing exceptional service and representation to businesses and nonprofit groups.

Outside of the office, I am committed to community involvement, serving in government, civic, and charitable organizations. In 2017, I was honored as Hermosa Beach's Man of the Year, for "generous contributions of time and resources".

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...

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.

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. ...

Gary M. Slavett is a principal of Holtz, Slavett & Drabkin, A Professional Law Corporation. Gary's practice focuses on tax controversy matters including audit representation, administrative appeals, tax litigation, and criminal tax defense. Gary frequently represents his clients before the United States Tax Court, Internal Revenue Service, California Franchise Tax Board, State Board of Equalization, and the Employment Development Department. Gary was a Senior Trial Attorney for the Internal Revenue Service, Office of Chief Counsel. As an IRS attorney, Gary represented the IRS in U.S. Tax Court and provided legal advice to IRS personnel. Gary was assigned to,...

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

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.