Upland Tax Lawyers

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...

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...

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.

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

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...

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...

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...

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...

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.

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...

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".

Sumeet Sondhi is counsel to The Blanch Law Firm. Mr. Sondhi has worked in conjunction with Ryan Blanch on a myriad of matters, ranging from government investigations to white collar and antitrust crimes, his specialties being real estate fraud and complex mortgage fraud matters.

Mr. Sondhi’s extensive knowledge and experience have resulted in a number of favorable outcomes for the firm’s clients. He has represented clients and companies charged with an array of white collar crimes, including:

*Price Fixing: Represented a billion dollar air cargo company in a DOJ industry-wide criminal antitrust investigation regarding alleged price fixing

*Tax Evasion: Represented a Partner in...

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,...

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...

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.

As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.

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...

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...

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,...

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.

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...

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.

Fred F. Mashian is the founder and Principal of the Law Offices of Fred F. Mashian, APC. Mr. Mashian founded the firm in 1993. He has over 20 years of experience providing complex estate planning and probate services for his clients. Mr. Mashian’s scope of practice includes Estate Planning, Estate Administration, Probate, Business Formation and Succession Planning, Asset Protection, and Charitable Planning. Mr. Mashian’s extensive knowledge in these areas allow to him to properly guide and counsel his clients on various wealth preservation strategies. Education: Boston University School of Law – LL.M., Masters of Law, Tax Law Southwestern Law...

I am a licensed tax attorney with an advanced degree in tax law. I have been practicing for over 16 years. I practice tax planning, international tax planning, estate and gift tax, tax controversy, corporation transactional law, and mergers and acquisitions.

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...

Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.

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 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.

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.

Terry Moore obtained his Master in Tax Law (LLM) form Boston University and has been the senior attorney at Moore and Affiliates,PLC since 1991. He is licensed to practice law before all States and Federal Courts in California and Florida, United States Tax Court and the United States Claims Court. This multi-state orientation provides clients with timely and cost-effective advice on financial, commercial and litigation matters involving these two states. Moore and Affiliates, PLC provides services in the areas of Orange County, Los Angeles County, Riverside County, including Irvine, Newport Beach, Laguna Hills, Laguna Beach, Huntington Beach.

Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...