Escondido Tax Lawyers

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

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.

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...

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...

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...

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.

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...

At Montgomery & Wetenkamp, we understand the sleepless nights and stress that flows from dealing with tax and legal matters. While working directly with Montgomery & Wetenkamp, we will lead you on a course to a resolution of your tax and legal issues. We offer affordable legal representation with a focus on IRS tax relief nationwide. Pure tax attorney representation! No middlemen. Attorneys Montgomery & Wetenkamp will personally handle every aspect of your tax relief case. Speak with a tax relief attorney today by calling (800) 454-7043 for your free consultation.

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,...

Kent W. Meyer, MBA, PhD, JD, LLM, CIArb Dr. Meyer began his career as an Air Force Intelligence Collection Officer and served in Japan, Vietnam, Thailand, and Korea. He also served as a Missile Combat Crew Commander. He has had more than thirty years experience as a legal practitioner and educator. He has served as the Chief Financial Officer for biotech and software companies, as a partner in a large international law firm and as an owner of his own legal practice. He has extensive domestic and international experience in business and tax planning, mergers and acquisitions, contract negotiations,...

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. ...

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.

I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues. In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum. Originally from Iowa, I now enjoy the California lifestyle,...

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,...

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.).

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...

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.

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...

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

Expert, professional federal tax representation. Nicholas Rosado represents individuals, businesses, and organizations in all phases of federal tax controversy and compliance. He represents clients for IRS investigations, audits, appeals, and tax litigation services to releasing levies, setting up installment agreements, and making offers in compromise. Mr. Rosado also advises clients on the federal tax ramifications of business or nonprofit formations, transactions, and dissolutions. Mr. Rosado has an unparalleled breadth of legal experience having both represented mid-size and large businesses at a private law firm, and represented the government as a Senior Attorney for the IRS Office of Chief Counsel.

Looking for a Roseville Divorce Attorney? McCunn Law is a law firm specializing in divorce and family law, divorce mediation, child support and child custody, legal separation, domestic partnership, domestic violence, estate planning, death and incapacity, business formation and law services, and audit and tax law. With over 40 years of experience, we have handled thousands of successful cases with unique solutions. No hidden fees. Large and small cases welcome!

Born in Michigan, Michael J. Anderson graduated from Michigan State University with his Bachelor of Science degree. He then graduated from Thomas M. Cooley Law School, earning his Juris Doctor (J.D.) degree, followed by an LL.M. in Estate Planning from the University of Miami. In 1982, Mr. Anderson was admitted to the California State Bar and established his Sacramento estate planning practice shortly thereafter. In addition to his law practice, Mr. Anderson served as an Adjunct Professor with Golden Gate University in the MBA Taxation Program, for courses such as Estate & Gift Taxation and Estate Planning. Mr. Anderson is also...

Experience Many lawyers come to the law without any practical business experience, and few come with significant management experience. Through serendipity rather than design, I was an exception. My prior experience afforded me important insights into both the practical and legal problems that challenge my clients. Raising the Bar Every attorney owes every client a professional obligation of zealous advocacy. BottomLine Lawyers raises the bar on professional performance through its assessment protocol. To raise the bar and deliver outstanding personal service, we: * Stand in your shoes to assess your needs and desires * Recommend a specific...

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Seasoned Professional and Entrepreneur with over 30 years of combined experience in Law; Real Estate, Leasing, Finance, Mortgage, and Property Management; Property/Casualty/Health/Life/Disability Insurance; Premium Audit; Worker's Compensation Underwriting and Risk Management; General Management; Financial Planning/Analysis; and Taxation.