Santa Ynez Tax Lawyers

JD, Northwestern Univ School of Law (1978)

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...

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,...

30+ Years Expertise As a licensed Realtor®-Broker & Attorney (CA + CO) … - I contribute my years of expertise to each assignment, - Paying particular attention to details, - Providing prompt & comprehensive responses, and - Keeping clientele involved and informed throughout every transaction.

My career started as a trial lawyer for the IRS Office of Chief Counsel and I have spent more than 25 years in private practice resolving problems with the IRS and state tax agencies.

Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...

Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

Call (310) 208-6200 to see if you qualify for a consult with Dennis Brager, first 15 minutes FREE. Mr. Brager is a California State Bar Certified Tax Specialist and a former Senior Trial Attorney for the Internal Revenue Service's Office of Chief Counsel. In addition to representing the IRS in the United States Tax Court, he advised the Service on complex civil and criminal tax issues. Mr. Brager's attorney firm of 15 attorneys and support staff is based in West Los Angeles. He has been featured every year from 2008-2023 as a Super Lawyer in the field of Tax by Los...

Beginning in 1972, Michael commenced his career as an Attorney/Advisor for the Department of Treasury, Tax Legislative Counsel, Internal Revenue Service, whereby he served as a liaison with the House Ways & Means Committee, Senate Finance Committee, and the Joint Committee on Taxation for the United States Congress. After working for the IRS for many years, he decided to use that knowledge to help businesses and individuals with tax problems. Throughout his professional journey, Michael has successfully represented over 1700 clients in various tax-related matters before the IRS, including tax audits, complex tax resolutions, Offers in Compromise, installment agreements, lien and...

Pedram Ben-Cohen is an Attorney-at-Law and a Certified Public Accountant (CPA) who specializes in civil and criminal tax controversy and litigation. Mr. Ben-Cohen is also a Certified Taxation Law Specialist, certified by the State Bar of California Board of Legal Specialization. Attorneys who are certified as tax specialists have taken and passed a bar exam in taxation, demonstrated at least 5 years of high level experience in tax, fulfilled ongoing education requirements, and been favorably evaluated by other attorneys and judges familiar with their work.

Mr. Ben-Cohen represents clients in civil and criminal tax matters, including voluntary disclosures, offshore matters, audits,...

I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.

A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.

I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...

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....

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 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".

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...

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...

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 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...

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...

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...

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.

Pasadena bankruptcy attorney Ray Bulaon is founder of the Ray Bulaon Law Offices, Inc., a firm providing residents of Los Angeles, Ventura, San Bernardino, and Riverside counties with legal services on the matter of bankruptcy. Mr. Bulaon has practiced law for 17 years and he has helped more than 5,000 individuals and small businesses navigate through the bankruptcy process. He has an 8.2 Excellent rating on Avvo.com. Mr. Bulaon is a member of the National Association of Consumer Bankruptcy Attorneys, the Los Angeles Bankruptcy Forum, and the Central District Consumer Bankruptcy Attorneys Association. Contact his firm today to request a...

As an attorney and enrolled agent (EA), I have represented countless taxpayers before the IRS. I have worked on tax issues ranging from federal and state tax audits, tax debt collections, and appeals. I routinely have tax liens and wage and bank levies released for taxpayers. 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 taxpayers are up against the wall and...

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

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...

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including mergers and acquisitions, financing and business succession planning, income tax planning, and estate tax planning, all on an integrated basis.

He is a member of JMBM’s Trusts & Estates Group which is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law.

Brad is best known for his business and tax advice related to the motion picture, television, music, emerging media and sports industries. One of the focuses of his practice is coordinating the...

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. ...

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

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...

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,...

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).

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.

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.

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...

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.