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Our Full Range of Legal and Tax Services
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Don's clients are small to medium sized business owners and successful executives that require quality legal and tax services for both their personal and business needs. They appreciate Don's dual professional expertise and broad ranging practical knowledge of law and business. You too will appreciate his real world practical approach to planning and problem solving.
Tax Services:
Don has spent over 28 years practicing both as an attorney and C.P.A. in taxation. In the past he has been associated with PricewaterhouseCoopers and Ernst & Young which are the largest tax consultants in the world. He has significant expertise in individual, expatriate, corporate, partnership, trust, estate, and limited liability company taxation as well as international tax.
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Business Law:
Don has assisted clients in most areas of business law including contracts, purchasing and selling businesses, mergers, acquisitions, intellectual property, trade secrets, and corporate law. He knows the law and how business operates. As a C.P.A. he can provide guidance in taxation, finance and accounting that normally cannot be obtain from a professional that is only an attorney or only a C.P.A.
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Real Estate Matters:
Client's have successfully used Don to draft real estate purchase and sale contracts; commercial leases; negotiations; title problems; zoning and land use matters; 1031 exchanges; real estate tax planning; constructions matters; easements; escrows; and development matters. Don is also a licensed California real estate broker and knows the practicalities of real estate law and tax.
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Trademarks and Intellectual Property :
In today's business environment, trademark, copyright and trade secret issues often arise which require solutions. Don represented one medium sized business that was sued by a Fortune 500 company for stealing trade secrets. The case was eventually appealed to the U.S. Supreme Court by the Plaintiff, but with Don's help his client won every step of the way.
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Estate Planning, Trusts, Wills and Probate:
Proper estate planning can save the cost and time involved with probate, significant estate taxes and give you the assurance that your assets will go to the heirs of your choice. Don has drafted hundreds of trusts, wills, power of attorneys and life insurance trusts for his clients. He has also introduced his clients to more sophisticated estate planning tools such as family limited partnerships, irrevocable trusts, charitable remainder trusts and foundations.
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