Wednesday, January 29, 2014

Do you love watching Downton Abbey?  I know many of you, including myself, do.  Were you heartbroken when Matthew Crawley died unexpectedly after the birth of his child at the young age of 36?  If you were, or even you were not, the following link to an article highlights the estate planning lessons that one can learn from Downton Abbey.
It's Girl Scouts cookie sales time! As a Co-Leader of my daughter's Girl Scouts troop since its inception 5 years ago, for every 10 boxes of Girl Scouts cookies that you purchase from my daughter and mention this promotion, I pledge that my law firm, The Tax Counsel, will donate 1 box of cookies to the Second Harvest Food Bank and Department of Veterans Affairs. Free delivery of the cookies is limited to the Orange County, CA area. Please send me an email at if you would like to order Girl Scouts cookies from my daughter. Try the new cookie, Cranberry Citrus Crisps. It's good, and best of all, it's for a good cause. You get to help both the Girl Scouts and the Second Harvest Food Bank and Department of Veterans Affairs.

Tuesday, January 28, 2014

As the current Chair of the Tax Law Section of the Orange County Bar Association, I invite you to attend the February 13th Tax Section lunch meeting!  The topic will be "Can the IRS Effectively Regulate Tax Planning Advice?"  The presenter will be Professor Michael Lang from Chapman University, Dale E. Fowler School of Law.  1 hour of legal ethics MCLE credit.  Register at 

Wednesday, January 22, 2014

Free tax preparation and services for active duty service members, retirees, eligible dependents, and reservists on active duty orders.  See link for details.

Monday, January 20, 2014

A good example of the reasons why a business succession plan makes good sense from both a business and a tax perspective.

Saturday, January 18, 2014

State of California has $16 million in undelivered tax refunds

ESTATE PLANNING: Mom didn't fund the trust

Friday, January 17, 2014

IRS Free File To Open January 17, Two Weeks Before Tax Season Officially Opens