Ron is a tax, business and estate planning professional licensed as both an attorney and Certified Public Accountant by the State of California.  The focus of Ron’s practice is on representing a broad and diverse client base, including individuals, corporations, partnerships, limited liability companies and fiduciaries in a variety of complex state, local, federal, and international tax matters and controversies.

A large part of Ron’s practice involves virtually all aspects of federal income and excise taxes, and state income, franchise, sales and use, and property tax.  Ron’s tax planning and compliance practice counsels businesses and individuals with tax transactions and planning, enabling them to lawfully minimize their tax liabilities.  Although the focus of Ron’s practice is tax planning and compliance, Ron represents clients in defending tax audits, challenging assessments, collections and in refund claims.

While for some clients Ron acts as tax counsel only, for many others Ron provides general corporate or other representation and advice.  Such representation includes general corporate and contract matters, as well as partnership and limited liability company advice.  Other such representation is focused on advising a new business venture, where a combination of business, tax, accounting and structural skills are helpful.  In Ron’s capacity to practice as both an attorney and as a Certified Public Accountant Ron is uniquely situated to represent a client in both capacities.

Ron’s services also include the planning, drafting, implementation and administration of estate planning documents.  Other services include serving as counsel to a decedent’s estate and trust administration.  A number of clients whom Ron has represented in this capacity have used his services in the past in connection with tax planning or compliance or other business matters.  This work generally involves traditional estate planning devices such as revocable trusts and inter vivos gift planning.  In addition to trusts and similar documents, Ron has experience with the formation, maintenance and dissolution of tax-exempt organizations.

Ron received his J.D. in 1999 from Golden Gate University in San Francisco, California where he was a Merit Scholar.  Ron received his B.A., cum laude, from San Francisco State University in San Francisco, California in 1993.

Ron is an Adjunct Professor at the John F. Kennedy School of Law, teaching courses on taxation.

ARTICLES

“Clinton Once Again Allows Accrual Basis Taxpayers to Use the Installment Method,” Vol. 8, No. 9, M&A Tax Report (February 2001), p.7.