A lawyer practicing law in Phoenix, Arizona in the areas of tax law, estate planning, probate, real estate, and corporate matters.

About

I have practiced more than thirty-five years in the areas of tax law, estate planning, real estate, corporate LLC matters, and bankruptcy. I earned a Masters of Law in Taxation from Boston University and worked for a big four accounting firm in their tax department.

I have represented hundred of individuals and entities in a wide variety of tax matters. My practice includes representation before the US Tax Court, representation in the US Bankruptcy Court, before the IRS, and Arizona DOR. I have done many tax appeals, tax audits, offers in compromise, innocent spouse cases, employment cases, 100% penalty and a wide variety of other tax matters.

Our office is frequently involved in sophisticated business transactions. In 2008, I was real estate counsel for the entity which developed the largest solar energy plant in the United States.

I have appeared in the Arizona Court of Appeals litigating significant issues concerning the rights of HOA's, and have represented dozens of HOA's over the years.

I have a substantial estate planning and probate practice, having prepared hundreds of estate plans. I recently litigated a significant probate issue in the Arizona Court of Appeals. I have litigated several vulnerable adult cases, will contests, breach of fiduciary duty, gaurdianship and converatorship matters, and other trust and probate matters.

Practice Areas

Tax Law

  • Tax Court litigation
  • Tax audits
  • Trust Fund Recovery Penalty (100% penalty cases)
  • Discharge of indebtedness issues
  • Offers in compromise
  • Innocent Spouse Representation
  • Installment Agreements
  • Bankruptcy tax planning
  • Bankruptcy taxation
  • Bankruptcy discharge litigation
  • Sales tax audits/matters
  • Independent contractor status
  • Domestic relations taxation issues
  • Tax Planning/Opinion letters

Estate Planning

  • Living Trusts
  • Wills
  • Irrevocable Life Insurance Trusts
  • Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills
  • Retirement Planning

Real Estate

  • Involvement in hundreds of real estate transactions
  • Purchase and sale
  • Representation of home builders and developers
  • Represented numerous home owners associations
  • Involvement in hundreds of real estate litigation cases

Contact

Location

2111 E. Highland Avenue Ste 235
Phoenix, AZ 85016
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