here are two sources of income tax audits in California: those initiated by the State of California Franchise Tax Board (FTB) and those based on audits conducted by another agency, such as the IRS. This second form of audit,...more
Are you considering expanding your international business to San Diego or the United States? Are you planning to start a new business entity to add to the existing constellation of your companies, or are you considering a...more
The prudence of estate planning extends far beyond the question of “what happens to my money, assets, and belongings at the end of my life?” Estate planning facilitates shrewd planning and management of one’s life and...more
Did you know that the number of California FTB audits is increasing when compared to the trend of IRS audits in 2025? The California Franchise Tax Board, or FTB, has recently invested in advanced data processing systems and...more
7/18/2025
/ Business Taxes ,
California ,
Enforcement Actions ,
Foreign Financial Institutions (FFI) ,
Income Taxes ,
IRS ,
Penalties ,
State Taxes ,
Tax Audits ,
Tax Liability ,
Tax Returns
Are you searching for an experienced California and IRS tax attorney? When legal professionals refer to California or IRS audits or tax issues, they are usually speaking of the types of interactions that a person or business...more
Why do you need an experienced tax attorney when tax issues strike? What do you need to know about communications with the IRS and California's tax agencies?...more
6/17/2025
/ California ,
Expatriates ,
Government Agencies ,
Income Taxes ,
IRS ,
Penalties ,
State Taxes ,
Tax Audits ,
Tax Liability ,
Tax Planning ,
Tax Returns
What can an experienced San Diego tax attorney do for you? San Diego is uniquely positioned to support any local, regional, national, or multinational business or corporation. The proximity of San Diego to Mexico (the United...more
One of the most important indications of when you need a tax attorney is any dispute with or contact from the IRS or any California tax agency. This is especially true if the matter involves an audit (or questions regarding...more
4/25/2025
/ Attorney-Client Privilege ,
Audits ,
Business Ownership ,
California ,
Estate Planning ,
FBAR ,
Foreign Investment ,
International Tax Issues ,
IRS ,
Offshore Banks ,
Tax Liability ,
Tax Planning
What do you need to know about estate planning for pets in San Diego and throughout California? What are some of the essential elements of an effective estate plan that will protect your beloved companion(s) while ensuring...more
Don't stick your head in the sand and miss important business or personal tax deadlines...more
1/28/2025
/ Business Taxes ,
California ,
Corporate Taxes ,
Filing Deadlines ,
Income Taxes ,
IRS ,
Limited Liability Company (LLC) ,
Partnerships ,
S-Corporation ,
State Taxes ,
Tax Planning ,
Tax Returns
It is important to understand the step doctrine and how it applies to IRS audits and state tax investigations, including California tax audits. The "step doctrine" is a concept not directly found in federal or California...more
6/26/2024
/ Appeals ,
Artificial Intelligence ,
Audits ,
Buy-Out Agreements ,
California ,
FACTA ,
Federal Taxes ,
Foreign Financial Institutions (FFI) ,
Investigations ,
IRS ,
Liquidation ,
State Taxes
What are some of the fundamental issues when estate planning for business owners? Why should every business owner have an estate plan? What are some of the primary issues to address in an effective estate plan for those who...more
4/30/2024
/ Business Ownership ,
Business Succession ,
California ,
Community Property ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Inheritance ,
Marital Assets ,
Probate ,
Probate Courts ,
Tax Cuts and Jobs Act ,
Trusts
What does the recent OTA ruling tell you about a California tax audit? What can we learn from the results of an investigation by the Office of Tax Appeals (OTA) into the practices of a California tax agency? Why do you need...more
1/31/2024
/ Bank Deposits ,
California ,
EDD ,
Franchise Tax Board ,
GAAP ,
Income Taxes ,
Notice of Determination (NODs) ,
Sales ,
Tax Appeals ,
Tax Audits ,
Tax Liability ,
Tax Returns
Why do you need estate planning no matter where you live, but especially in California? What is estate planning? Isn’t estate planning just for people with a lot of money, property and wealth? Why should someone just...more
1/17/2024
/ 401k ,
Asset Protection ,
Business Succession ,
California ,
Estate Planning ,
Executors ,
Pensions ,
Probate ,
Property Owners ,
Retirement Plan ,
Wills
What are the statute of limitations on an IRS audit and a California tax audit? There is a time limit, known as the “statute of limitations“, when the IRS and/or California must complete an audit of your tax returns. It is...more
The California and IRS extended income tax deadlines are rapidly approaching as we near the deadline in mid-October. In the first few months of 2023 California and the IRS extended income tax deadlines and associated...more
What is a Non-Fungible Token or NFT and what are the IRS and California tax issues associated with Non-Fungible Tokens or NFTs which might apply to you? NFTs are unique tokens based in and recorded within a blockchain that...more
8/4/2023
/ California ,
Capital Gains ,
Cryptocurrency ,
Digital Assets ,
Federal Taxes ,
Financial Services Industry ,
FinTech ,
Internal Revenue Code (IRC) ,
Investment Opportunities ,
IRS ,
Non-Fungible Tokens (NFTs) ,
Smart Contracts ,
State Taxes ,
Tax Liability ,
Token Sales