High net worth individuals, families, their trusts and estates, and their closely held companies face unique tax issues and increased IRS scrutiny. We have significant experience litigating all of the politicized issues faced by high net worth taxpayers, and know how to overcome the challenges in gathering helpful evidence from individuals, advisors, and family offices.
Looking for a discreet and trustworthy advisor?
You can trust that your highly experienced attorney from our firm will be a discreet and valuable advisor. We meet with our clients throughout the year to consult with them on tax payments and reporting, tax minimization, estate planning and to review their financial statements.
Our services include:
Family office services
Personal tax consulting
Wealth transfer options
When choosing our firm, our high-net worth clients gain a confidential and comprehensive approach built from the trust of many clients who retain our team even after a business sale or transition.
Request your FREE Initial Consultation Today!
Based in and with several offices in Southern California, we proudly represent clients nationwide. Give us a call today at 833-STOP-TAX or send us a message for the exceptional legal counsel you need to resolve your tax issues.