Business Managers and CPAs
As a boutique, yet full-service law firm with expertise across the areas highlighted below, many business managers and CPAs come to us to meet all of their clients' needs. We work collaboratively with them – both inside and outside the firm – to provide their clients with optimal service and bring them the most value.
Our practice areas include:
- Tax & Wealth Planning
- Real Estate
- Bankruptcy, Restructuring and Creditors’ Rights
- Family Law
No matter which practice area, the successful track record and decades of experience of Valensi Rose has earned it a strong reputation among CPAs and business managers as the law firm of choice to protect their clients' interests.
- Represented the founder of a reality TV production company referred to us by a business manager. The founder wanted to reward a key employee who was contributing substantially to the success of the business, by having that employee get an equity interest in the company as well as provide for an orderly buyout. However, the existing S corporation structure did not allow for it. Solution: existing S corporation dropped its assets into new LLC and key employee brought on as member and manager of new LLC.
- Successfully represented member of a famed rock band, referred to us by their business manager/CPA, in securing an IRS tax refund in excess of $250,000 where IRS response to Freedom of Information Act request revealed that IRS had abused its discretion in not processing original refund claim.
- Revised estate plan by setting up family trust and related estate plan for a senior executive at a major network referred to us by his business manager after transferring to California from the East Coast.