Tax Law

Our tax attorneys advise clients on the full breadth of corporate, estate planning, and real estate tax issues.  They combine extensive legal knowledge, sound business judgment, and the highest ethical standards in advising clients on tax planning.

Tax issues are often key elements in our clients’ complex corporate transactions, including mergers, asset acquisitions, spinoffs, joint ventures, and other federal, state, and local tax concerns.  We evaluate corporate transactions for tax issues at the outset, as early analysis of tax issues is often critical for success. 

Sophisticated estate planning and trust administration also require in-depth knowledge of income, estate, and gift taxes. Among our tax attorneys are certified specialists with decades of experience in understanding how tax laws affect multi-generational wealth transfers. We employ advanced techniques to assist in the transmission of wealth as clients see fit while minimizing the estate and gift tax implications of doing so. 

BOLD’s real estate tax experience is extensive, with attorneys regularly assisting clients on structuring limited liability companies and partnerships for holding hold real estate, like-kind exchanges, and capital gain optimization. Our real estate tax experience includes development projects, leasing, and acquisitions and dispositions.

BOLD prides itself on having several California State Bar certified tax specialists in its ranks.  These board-certified specialists undergo rigorous testing and peer review and must attend ongoing classes in order to maintain this important designation.

The BOLD Approach

  • Smart tax structures. We focus on tax-friendly business structures and estate plans that minimize tax exposure while also serving your ongoing business, estate planning, and real estate objectives.
  • Comprehensive collaboration. Our tax attorneys have extensive business and real estate experience, which helps guide transaction negotiations.  By bringing together various specialties and experiences, we help expedite the transaction.
  • Diverse backgrounds. Many of BOLD’s tax attorneys have advanced certificates in specialized tax disciplines, as well as backgrounds in accounting and business, which, combined with our legal knowledge, help you achieve your personal and business goals.