I am a member of the State Bar of California,the American Bar Association, the Contra Costa County Bar Association, the California Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. I am admitted to practice before the California 9th Circuit Court of Appeals along with the United States Tax Court. My legal practice complements my accounting practice. My fields of practice include estate planning involving the preparation of wills and trust documents, estate tax minimization, estate planning trusts, family limited partnerships, charitable foundations, and related services. I also offer legal services regarding general business matters including contract drafting, negotiation and review, business formation, real estate and other business matters, as well as tax return preparation and resolution of tax disputes.
In the website, I have also included useful resources such as informative articles (in the Newsletter section) and interactive financial calculators (in the Financial Tools section).
While browsing through my Website, please feel free to contact me with any questions or comments you may have - I'd love to hear from you. I pride myself on being proactive and responsive to my clients' inquiries and suggestions.