Wendel Tax Lawyers

Martin Neumann is a trusted Estate Planning, Wealth Transfer Planning, Charitable Planning & Family Foundations, and Estate & Trust Administration attorney. He is committed to exceptional service and representation for individuals and families in the Los Angeles area.

With nearly 40 years of experience, Martin is skilled at assisting his clients with their estate planning and trust administration objectives. In addition to extensive experience, he brings patience and empathy to every case. Martin's priority is effectively meeting his clients' goals for their families, loved ones and charitable causes.

Visit Martin's website for more information and to schedule a consultation.

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...

Shadi is a dedicated attorney with a passion for assisting clients. Known for her meticulous attention to detail, she has built a strong reputation as a reliable professional. Her comprehensive knowledge and experience enable her to handle virtually all tax-related issues, including tax resolution, penalty abatement, audits, and audit reconsiderations. She takes great pride in being a true advocate for the taxpayers she represents, striving to protect their rights and provide them with the best possible outcomes.

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...

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.

Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...

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...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

Before I became an attorney I was admitted to practice before the IRS as an enrolled agent (EA). As an EA, I worked on tax issues ranging from the simplest tax problems to the more complex issues such as audits, international tax, and large tax penalties, liens, and levies, and tax debt collections. As an attorney, I chose to practice tax law because I truly enjoy helping people who feel powerless and helpless when confronted with government bureaucracy, such as with the IRS and state tax agencies. Tax law is considered an area of administrative law, but within its own niche. When...

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...

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...

I have decades of experience counseling on Estate, Wealth Transfer, Business Succession, and Charitable Planning matters. I diligently represent clients throughout Los Angeles in State, Federal and U.S. Tax Courts.

I am dedicated to bringing a fresh perspective to estate and wealth transfer planning. With a focus on meeting my clients' personal and business needs, I create customized solutions focused on the best possible outcomes. I diligently advocate for the unique objectives, challenges, and concerns of my clients.

With many teaching and speaking engagements, I am skilled at explaining complex legal matters in a way that everyone can understand. I have been...

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...

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...

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...

My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

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.

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.

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...

Local Estate Elder Law Planning Attorney
Long term Pleasant Hill resident, Jeffrey Hall, didn’t follow the traditional path to the practice of law. Indeed, attorney Hall grew up in central Los Angeles, and in a time when there was no expectation that he would attend college; and law school was simply not an option. However, after completing his bachelor’s degree in Economics from Saint Mary’s College, he volunteered with the Air Force in 1981 and served for 9 years, both reserve and active. Upon returning to California, he and his wife made Pleasant Hill their home and have...

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...

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...

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...

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...

Representing successful businesses and families in the entertainment, real estate, technology, and healthcare industries.

L. Randolph Harris is a partner in JMBM's San Francisco office who works with a broad array of privately held companies and their owners on business and tax matters. Randy advises clients with regard to business transition, taxable and tax deferred mergers and acquisitions, joint ventures, restructuring, integrated tax planning, federal and state tax controversy resolution, and real estate transactions. Randy's experience includes counseling mature companies on operations, business transactions and mergers and acquisitions and counseling emerging and growth companies on business organization, financing and operations. He advises on income tax planning for individuals, partnerships and corporations and also advises...

With over six years of working in tax law under his belt, Mitchell Smith has represented clients in the U.S. Tax Court where he resolved numerous tax controversies at the audit and appellate levels of the IRS. He has also negotiated favorable settlements of high-dollar-tax deficiencies as well as secured tax-exempt status for new organizations and advised existing exempt organizations. At Zecca Ross & Smith Law Firm P.C., Mitchell Smith continues to excel in his career. His expertise extends to real estate taxation, federal and state worker classification reviews, foreign bank account disclosures and collection matters including Offers in Compromise and...

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...

Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

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...

Jenny L. Doling is a Certified Bankruptcy Specialist and is the founding member of J. DOLING LAW, PC, a bankruptcy and insolvency firm serving Southern California and Las Vegas, Nevada, with its main office in Palm Desert, California. Ms. Doling represents trustees, creditors and debtors in chapter 7, 11, 12, and 13 bankruptcy matters. In addition, she will be representing clients under the new SBRA - Small Business Reorganization Act (aka Sub Chapter 5) which takes effect February 2020. Ms. Doling is a serious advocate for her clients.

She is an active member of the bankruptcy bar. She...

A monumental civil rights advocate, Attorney Prerna Lal pioneered a robust network of highly-organized and diverse undocumented youth with digital engagement capacity, and fought against the deportations of immigrant community members. This model of organizing spurred immigration organizations across the country to fight against deportations, and laid the groundwork for the Obama Administration’s “Deferred Action for Childhood Arrivals (DACA)” program. For this, Attorney Lal received awards and recognition in the community, including the Changemaker of the Year award from the South Asian Americans Leading Together (SAALT). ABC News has listed Lal as among the “Top 20 Immigration Experts to Follow...

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Whether drafting basic estate planning documents, such as revocable trusts, wills, powers of attorney and advance health care directives, or resolving complex wealth transfer plans, Maggie pays careful attention to both the legal impact of estate planning documents as well as the practical family impact. As a result of her strong foundation of tax knowledge, Maggie skillfully advises clients with regard to their charitable objectives and has experience in creating and administering private foundations.

Before joining Weinstock Manion, Maggie was an associate in the...