About
Dan is licensed by using the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by way of less than four hundred of the about 2 hundred,000 attorneys certified in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an accessory professor of taxation at Whittier College of Law.
Dan started out his career as a Certified Public Accountant in 1983 working on the prestigious organization Kenneth Leventhal & Company (later acquired via Ernst and Young). Dan has practiced as a CPA and Lawyer inside the location of taxation for 26 years. He has represented clients before the USA Tax Court, and diverse other courts in California, the Appeals and Audit Division of the Internal Revenue Service, earlier than the State Board of Equalization, and the California Franchise Tax Board.
Dan has earned the distinguished American Jurisprudence Award and Cal Jur Award for excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax. This approach that Dan become the top student in those training in law faculty. The very training that he selected to recognition his practice on.
Dan serves at the tax litigation committee of the State Bar of California. He is a member of the tax, and agree with and probate sections of the Orange County Bar Association, as well as the American Bar Association. He is also a member of the Orange Coast Estate Planning Council.
Dan regularly writes and speaks at the subjects of tax and estate law. He often contributes to Taxing Advice, a Blog devoted to imparting advice on tax subjects (http://taxingadvice@blogspot.com).
Dan serves at the Board of Directors for the Apartment Association Southern Cities, and for the JSerra High School Ice Hockey Program.
Dan can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. He additionally gives Estate and Tax planning, prepares Estate and Gift Tax Returns, develope Asset Protection strategies, paperwork Corporations and Partnerships, Administers Trusts, and Probates Estates.
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Location
Legal Issues
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Costs
Certificates
California State Bar
CPA
California State Board of Accountancy
Languages
Accepted Jurisdictions
Experience
- Tax Lawyer
The Lively Law Group
1998 - Tax Law Professor
Whittier Law School
2009 - Managing Partner
Lively & Associates
1993 - Chief Financial Officer
WesTrend
1990 - Tax Manager/Controller
Griffin Companies
1987 - Tax Consultant
EY Kenneth Leventhal & Company
1983
Educations
Graduation year: 2003
Graduation year: 1993
Graduation year: 1979
