Tax Planning, Consulting and Compliance Services:
Kopman Law has an active taxation law practice. All taxation areas, i.e., income, gift and estate, excise, non-profit and payroll taxes, are
represented within the ambit of taxation law practice at Kopman Law. We assist clients in tax planning by facilitating transactions, both
domestic and international, with an eye toward minimizing the burden and drag of taxes. Offering the ability to provide both business and tax
consulting under one roof, makes it far more likely that fiscal and taxation objectives are both satisfied in a cost-efficient manner and, without
such duplication of cost as is commonly associated with retaining separate firms for advice on tax and business legal issues independently.
Gift and estate tax planning services offered by the Firm are detailed in the Estate Planning tab above. Income Tax planning, consultation
and representation routinely includes the following matters:
Tax Planning and Structuring:
Tax Controversy and Representation (Engagements Limited to Qualified Clients):
Consistent with the firm's philosophy that planning and transactional legal services can be no more satisfactory or effective than the
cumulative experience of counsel in dealing with controversies and litigation in the field will allow, Kopman Law handles a full spectrum of tax
controversy matters as well.
Such services include, without limitation, the following:
Unless otherwise requested, we initially stay in the background and work with the client's CPA during the early stages of IRS and California
Franchise Tax Board audits. If and when the audit passes to the point where direct intervention by a tax lawyer is needed, we will take the
matter over completely and directly with the Government. With the IRS that is usually when the matter goes to the Appeals Division.
Sometimes that requires filing a petition in the United States Tax Court so that the matter can be referred back to the Appeals Division. If
needed, we will prosecute the matter in Tax Court.
With the California Franchise Tax Board that is usually once the NPA (Notice of Proposed Assessment) is issued. We will file the Protest and
handle the matter with the Protest Unit. If that proves unsatisfactory, we will file and argue the Appeal with the State Board of Equalization.
Tax Preparation and Compliance (Engagements Limited to Qualified Clients):