At Valensi Rose, our tax group knows that while reducing and mitigating taxes is critical, we don’t let the tax tail wag the business dog.
We make a difference by thoroughly understanding our client’s personal and business goals and providing efficient tax advice to help them achieve their objectives in the most tax efficient manner possible.
Our lawyers are team players, knowing that it is important to work collaboratively with other professionals to solve tax challenges. We work effectively with our clients’ other advisors and leverage our respective expertise in a way that does not duplicate efforts, but rather enhances the outcomes and benefits.
We are well versed in tax matters that apply to entrepreneurs and business owners throughout their business lifecycle:
- From start up ventures to established enterprise
- From initial capitalization to sales, complex mergers, acquisitions and recapitalizations.
We have handled it all.
Substantive areas of practice for the Tax Group include:
Federal Income Tax Planning
Tax planning and advice for the entrepreneur and closely held business entities, including the choice of business entity (C or S corporations, limited liability company, general or limited partnership, sole proprietorship), compensation analysis, ownership structures, sales of business entities (including stock and asset sales), allocations of purchase price, partnership tax planning (including special tax allocations), reorganizations and restructuring transactions, pension plans and other forms of deferred compensation and other matters, including the review of income tax returns. The special planning needs of non-resident and resident aliens, and creative and charitable giving are also considered by the Tax Group.
Federal Estate Tax Planning and Probate
Advice and planning concerning estate, gift and generation-skipping taxes to preserve the client’s wealth to the maximum extent possible for future generations. Review and analysis of existing estate plans and preparation of all necessary documents to implement an estate plan, including wills, living trusts (including funding), durable powers of attorney, community property agreements, durable powers of attorney for health care, life insurance trusts and charitable trusts and foundations. Preparation and advice concerning buy-sell and cross-purchase agreements, and redemptions and life insurance funding for these arrangements. Representation throughout the probate process from the preparation of the petition for probate through the final discharge and distribution, including preparation of the Federal Estate Tax Return and negotiating or litigating disputes with the IRS about valuation or other issues.
State and Local Tax Planning
Advice concerning state income, sales and use taxes and local property and documentary transfer taxes.
International Tax Planning and Controversy
Advise and represent clients in the planning and implementation of offshore structures. Assist clients with maintenance and associated compliance issues. Regularly represent clients before tax authorities with regard to international aspects of U.S. tax laws.
Tax Dispute Resolution/Litigation
Representation of the taxpayer before all levels of administrative agencies and courts with respect to all federal, state, and local taxes, including the Internal Revenue Service, U.S. Tax Court, U.S. District Court, U.S. Court of Claims, U.S. Court of Appeals, California Franchise Tax Board, State Board of Equalization, California Superior Court, California Court of Appeal, and U.S. and California Supreme Courts.
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