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Estate and Income Tax Matters

Harold Small is one of a very small percentage of attorneys that have been licensed to practice law and that have also passed the examination to be a Certified Public Accountant. He practiced as a Certified Public Accountant with Arthur Young & Co. and worked in their Tax Department handling income tax matters and then became experienced in estate tax matters. His experience in both areas is used in assisting clients with estate tax matters and with income tax matters.

The services that Mr. Small has provided to clients and continues to provide include:

    1. Estate Planning planning with the use of gifting, insurance, beneficiary designations, etc., to minimize estate taxes
    2. Gift Planning
    3. Gifting and title conveyances
    4. The use of family business entities (e.g. family limited partnerships and limited liability companies)
    5. Assisting clients with their estate planning needs (please see the page about Estate Planning for more information)
    6. Preparation of estate tax returns
    7. Preparation of gift tax returns
    8. Transaction related planning to minimize income taxes
    9. Documenting transactions
    10. Estate tax audits
    11. Assisting clients with submitting and obtaining approval of Offers In Compromise
    12. Assisting clients with responses to IRS and State of California collection efforts by taxing authorities
    13. Assisting clients with challenges as to independent contractor/employee status
    14. Annual entity review to determine areas where documentation is needed or taxes may be minimized

We assist clients with these and related services. Call Mr. Small to schedule a date and time to meet with him to review your legal needs and how to accomplish your objectives. That may include the drafting of documents or advice and counsel relating to specific legal issues. Let us know how we can assist you.

Our experience and service sets us apart. We use that experience to the advantage of our clients.

12526 High Bluff Drive, Suite 300 San Diego, CA 92130 I 858.759.4600 I Contact Us
Copyright 2012 All Rights Reserved Harold S. Small