Partner
Sherman Oaks And Irvine, California
I am responsible for the delivery of tax, estate planning, accounting, and other attestation services to clients, which consist principally of small business enterprises and individuals. Those clients cover a broad range of professions and industries including manufacturing, non-profit, food service, real estate, entertainment, and apparel.I haves extensive experience in many aspects of income and estate taxation and accounting including:• Minimizing income and estate taxes;• Representing clients before the Internal Revenue Service and other taxing agencies during audits of individual, business, estate and sales taxes;• Managing financial statement audits of numerous companies including several manufacturing companies with sales in excess of $50 million and plant locations throughout the United States;• Business consulting including cash planning and operations budgeting including advising clients on areas to improve operating efficiency and profitability.I have extensive litigation and pre-litigation consulting experience providing damage analysis involving tax and accounting issues in a variety of disputes and cases including partnership disputes, wrongful termination, and the tax aspects of damages against the United States Department of Justice. I have assisted in writing a court advisory report regarding the propriety of partner capital accounts and amounts due to and from related entities.
