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Sources of information on taxpayer rights
- Federal government sources regarding income, payroll, estate & gift taxes
- State government sources regarding income, franchise, payroll, inheritance, sales & real property taxes
- California tax authorities
- Tax authorities of other states
Tax amnesty and voluntary compliance programs
- Information regarding the IRS Abusive Transaction Settlement Initiative can be obtained at the IRS website.
Asset Protection Strategies
Information regarding Tax Free Like-Kind Exchanges - Internal Revenue Code Section 1031
Estate planning services for California residents
- Complete estate planning services, including wills, advance health care directives (living wills), durable powers of attorney, living trusts, family limited partnerships, irrevocable trusts, charitable trusts and conservatorships.
- Eliminate probate, minimize estate taxes, and ensure that your assets are received by those you chose, not according to the California laws of intestacy. Ensure that the individual or individuals you chose (and not those appointed by the probate court) are empowered to make health care and financial decisions for you if you are incapacitated.
- Your estate plan can be completed by a combination of the internet, mail, email, telephone and/or facsimile, as well as through in person conferences at my office or at your home or business in the San Francisco bay area.
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