Henry Daniel Lively

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 Ernst and Young). Dan has practiced as a CPA and Attorney in the area of taxation for 26 years. He has represented clients before the United States Tax Court, and various other courts in California, the Appeals and Audit Division of the Internal Revenue Service, before the State Board of Equalization, and the California Franchise Tax Board.

Dan has earned the prestigious American Jurisprudence Award and Cal Jur Award for excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax. This means that Dan was the top student in these classes in law school. The very classes that he chose to focus his practice on.

Dan serves on the tax litigation committee of the State Bar of California. He is a member of the tax, and trust and probate sections of the Orange County Bar Association, as well as the American Bar Association. He is also a member of the Orange Coast Estate Planning Council.

Dan regularly writes and speaks on the subjects of tax and estate law. He regularly contributes to Taxing Advice, a Blog dedicated to providing advice on tax matters (http://taxingadvice@blogspot.com).

Dan serves on the Board of Directors for the Apartment Association Southern Cities, and for the JSerra High School Ice Hockey Program.

Dan can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. He also provides Estate and Tax planning, prepares Estate and Gift Tax Returns, develope Asset Protection strategies, forms Corporations and Partnerships, Administers Trusts, and Probates Estates.

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California

Since 1998

Tax Attorney

The Lively Law Group

1998 - Current

Tax Law Professor

Whittier Law School

2009 - 2016

Managing Partner

Lively & Associates

1993 - 1998

Chief Financial Officer

WesTrend

1990 - 1993

Tax Manager/Controller

Griffin Companies

1987 - 1990

Tax Consultant

EY Kenneth Leventhal & Company

1983 - 1987

Chapman University Fowler School of Law

LL.M. | Taxation

2003 - 2006

Honors: Graduated in top 5 percent of class

Western State College of Law at Argosy University

J.D. (1997) | Law

1993 - 1997

Honors: Graduated with Honors

California State University - Northridge

B.S. (1983) | Business/Accounting

1979 - 1983

Honors: Beta Alpha Psi Accounting Honor Society

Activities: Committee Chair in Accounting Association

Partnership and Corporate Tax, and Tax Procedure

Bancroft Whitney Cal Jurisprudence Award

2006

Estate Tax, Federal Tax, and Wills

Bancroft Whitney American Jurisprudence Award

1997

J Serra Catholic High School Hockey Program

Board of Directors

2009 - Current

State Bar of California Tax Litigation Committee

Member

2008 - Current

American Association of Attorney / CPA's

Member

2008 - Current

Orange Coast Estate Planning Council

Member

2006 - Current

State of California

Notary Public

2006 - Current

Taxation Law

California State Bar

CPA

California State Board of Accountancy