The tax planning practice encompasses virtually all areas covered by the Internal Revenue Code and the California Revenue and Taxation Code. This includes counseling and planning in connection with the taxation of corporations, partnerships, trusts, real estate, and tax-exempt organizations. Dave acts as tax counsel on an ongoing basis for corporations, partnerships, limited liability companies, and individuals. engaged in businesses such as retail sales, manufacturing, fashion, restaurants, software and data licensing, and computer technology.
Dave also counsels clients on the change of ownership rules for clients transferring real property to prevent triggering a full or even partial reassessment by a county assessor under Proposition 13.