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Tax Law (Questions About Taxes)/Expert Profile
Expertise
I can answer questions regarding personal, corporate, partnership, estate and gift taxes. These questions can relate to problems, compliance, or planning. I am well versed in IRS audit and collection procedures and can respond to questions you may have in this area as well.
Experience in the area
I am an attorney in the state of CA that is certified as a tax specialist by the State Bar of California Board of Legal Specialization. I am also a Certified Public Accountant, and have an LL.M in Taxation. Further, I am an adjunct professor of taxation at Whittier College of Law.
Organizations
Orange County Bar Association American Bar Association Orange Coast Estate Planning Counsel American Association of Attorney/CPA's California Bar Association
Publications
Apartment Journal Taxing Advice California CPA Journal
Education/Credentials
LL.M (Taxation) - Chapman University College of Law JD (Law) - Western State University College of Law BS (Accounting) - California State University, Northridge
Awards and Honors
• American Jurisprudence Award – Federal Taxation • American Jurisprudence Award – Wills • American Jurisprudence Award – Estate Taxation • Cal Jur Award – Partnership Tax • Cal Jur Award – Corporate Tax • Cal Jur Award – Tax Procedure
Average Ratings
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness| User | Date | K | C | T | P | Comments |
|---|---|---|---|---|---|---|
| Adolfo | 11/20/09 | 10 | 10 | 10 | 10 | Thank you! Excellent response, in less than ..... |
| Adriana | 11/19/09 | 10 | 10 | 10 | 10 | Thank you very much! |
| Tanya | 11/17/09 | 10 | 10 | 10 | 10 | Thank you-the respone is very clear and ..... |
| Judie | 11/11/09 | 10 | 10 | 10 | 10 | Thank you ever so much. Your timely ..... |
| Alfredo | 11/11/09 | 10 | 10 | 10 | 10 | Prompt reply and I am very satisfied ..... |
Recent Answers from Dan Lively
2009-11-21 change in basis:
You depreciate what is allowed or allowable, If you miss taking the correct amount you can amend the open years only, You lose the depreciation you didn't take for closed years, but the depreciation
2009-11-20 estate:
Hi John, Sorry to hear about the passing of your mother. There are 3 returns that you need to consider from your facts. First, her final form 1040. This will include all of the income and expenses
2009-11-20 IRS Audit:
If the family business was filed as a schedule C on your form 1040, and was not a separate business entity, then the auditor has a right to request the personal checks as they are part of the same return
2009-11-19 Taxes on Severance Pay:
Severance pay is taxed as regular income. However, you can adjust your W-4 prior to the payout to lower the withholding. Any individual seeking legal advice for their own situation should retain their
2009-11-17 Payroll tax liability for C-Corp that's filing bankruptcy:
I assume that you are paying the Trust Fund Recovery Penalty that is assessed to responsible parties of the corporation. This is not deductible by you personally. The theory is that the corporation already
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