Practice Areas

Strategic Estate Planning, Trust Administration and Tax Savings

 

Bringing over 47 years of experience with sophisticated estate and gift tax planning and post-death administration planning challenges and achieving the goals of clients or in collaboration with their professional advisors.

 

Tax Advocacy

This includes counseling and representation before the Internal Revenue Service, Franchise Tax Board and Tax Court.

Business Planning

 

This includes consultation on the organization of corporations, partnerships and limited liability companies and the ongoing operation of these entities; buy-sell agreements; the purchase and sale of assets and/or ownership of closely held businesses; key-person employment agreements; and the transition of ownership to family members or key employees.

 

 

Testimonials

"Keith, In my thirty-three years of running a business, I have had the opportunity to work with many legal and professional organizations. A lot of companies tout great service and attention to detail but fail in their performance. It is so refreshing to do business with people, such as yourself, that really do perform!"

 

Frederick S. Strain, President 
Strain Ranches, Inc. 
August 04, 2011 

 

“Dear Keith: In all my 35 years of tax practice, I have never seen another tax professional handle a matter as impressively as you handled the IRS audit of (name of client’s) estate.

Your knowledge, communicating ability, and perseverance are to be greatly admired. But I was more impressed with your willingness and ability to work under severe time pressure and do whatever was necessary to get the job done.”

 

James D. Anderson,
Mowat Mackie & Anderson, LLP
Certified Public Accountants
December 22, 2003