Tax and Estate Planning
Boutin Jones provides all types of tax and estate planning advice, as well as representation of clients before the Internal Revenue Service, California Franchise Tax Board, California State Board of Equalization, California Employment Development Department and California County Boards of Equalization and Assessment Appeals Boards.
Our tax controversy practice emphasizes the resolution of federal, state and local tax disputes of all kinds including income, employment, franchise, estate, gift and excise taxes, real and personal property taxes and sales and use taxes. We regularly appear in administrative and judicial forums in federal, state, and appellate courts. We seek private letter rulings and technical advice from taxing authorities when appropriate.
"Our group’s experience is very deep. It’s rare that we see an issue we haven’t encountered before."
– Bob Rubin
General Tax Advice
We understand the tax and business implications of transactions and never allow tax considerations to override more important business considerations. While the major tax goal of most clients is to minimize income or estate and gift taxes, we plan for other taxes too, including property tax, sales and use tax and documentary transfer tax. We identify where the tax traps exist and seek to eliminate unwelcome surprises for our clients, whether they decide to avoid the tax minefield or proceed through it.
Alternative Tax Strategies
We assist in devising alternative strategies that assist our clients in maximizing the tax and nontax objectives. We meld the tax and nontax legal and business objectives of our clients into a cohesive plan that we execute, negotiate, implement and document. When appropriate, we provide Circular 230 opinions in order to provide penalty protection for our clients.