PROFILE Multifaceted attorney with expertise in: tax law and finance from LL.M. in Taxation and prior career as CPA. Demonstrated legal skills in drafting sophisticated trusts preparing and reviewing 706s, 709s, and 1041s handling probates and conservatorships State Bar of California, 2002 Certified Public Accountant, California Board of Accountancy, 1993 Approved as a Certified Tax Specialist Admitted to U.S. Tax Court U.S. District Court (Central and Southern Districts of California). Areas of Expertise Taxation * Researched most areas of income tax law, including international tax law. * Represented taxpayers at federal and California administrative hearings. * Prepared and reviewed complex individual, corporate, partnership, trust, estate, and gift tax returns. * Handled 1031 Exchanges of Real Property. * Structure Complex Transactions Trusts and Estates * Drafted estate planning documents and deferred compensation plans. * Researched trust law.

Highlights:

• Certified Public Accountant
• BAR
• Compensation
• Drafting
• Estate planning
• Financial Industry
• Legal
• Planning