Tax disputes with a government tax agency can be an extensive and frustrating process. We can help alleviate some of that frustration. Whether your dispute is with the Internal Revenue Service, the Tax Court, the Franchise Tax Board, the California State Board of Equalization, or the Employment Development Department, we can help you resolve your tax issues.
Whether you have questions pending the formation of your business or pending plans to restructure an existing formation, we can help bring clarity to your business and tax concerns. We start by establishing an understanding of the current stage of your business. We then proceed by developing and implementing the optimal steps to accomplish your business goals.
Are you considered an international taxpayer by the Internal Revenue Service? We can help you evaluate the increasingly intricate and nuanced rules imposed by the IRS. You may be deliberating whether to make an Offshore Voluntary Disclosure, follow the Streamlined Procedures, or submit a Delinquent FBAR or Delinquent international information return. Alternatively, you may be wondering whether you are required to file the FBAR (FinCEN Form 114) or any international information returns, including Forms 3520, 3520-A, 5471, 5472, 8938, 926, and 8621.
The estate planning process can be as complex or as straightforward as the client needs it to be. In many ways, a person’s estate planning goals represent how a collection of that person’s past and present will be impacted by a future set of events. Some common estate planning goals include avoiding a costly probate, providing your spouse with financial support, distributing your assets according to your wishes, and selecting capable fiduciaries to carry out your wishes. A common advanced estate planning goal is to reduce the size of your estate. You can achieve this by any number of available techniques, including transferring your home to a Qualified Personal Residence Trust or creating an irrevocable trust.