Newport Beach Tax Lawyers

Compare 359 top rated California attorneys serving Newport Beach.

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Michael Wells

Tax Lawyer Serving Newport Beach, CA

(800) 492-9596
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10.0

Former IRS Tax Attorney, Now Representing You! Call for a Free Consultation!

I have decades of experience helping businesses and individuals with complex IRS Tax Problems. I also work with a retired IRS Auditor who leads our Audit Team. We advocate for clients with all types of tax issues. Read More »

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Gordon A. Schaller

Tax Lawyer Serving Newport Beach, CA

(949) 623-7222

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Gordon Schaller represents high-net-worth individuals and public and private organizations on tax, estate planning, business succession, charitable and wealth management, trust and estate litigation, and related issues. Read More »

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Howard Rosenblatt

Tax Lawyer Serving Newport Beach, CA

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Experienced & Determined Tax Law Representation! Former IRS Trial Attorney!

I am a dedicated and skilled tax law attorney. I am committed to offering the best possible advice and cost-effective solutions. Visit my website to see client testimonials and case results, or call for a consultation. Read More »

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Dennis N. Brager

Tax Lawyer Serving Newport Beach, CA

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California State Bar Certified Tax Specialist.

I am an experienced and aggressive tax law attorney, committed to the best possible strategies and efficient representation. Call to see if you qualify for a FREE 15-minute consult. Visit my site to see client reviews. Read More »

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Joseph Wilson

Tax Lawyer Serving Newport Beach, CA

(949) 397-2292
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10.0

Recognized as 2014 Top Tax Attorney OC Metro–Newport Beach/Yorba Linda Offices

I am an experienced, award-winning tax law attorney dedicated to helping clients with IRS, FBAR, California Tax, Criminal Tax Defense, Sales, and Property Tax Law Services. Call today! Read More »

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Daniel W. Layton

Newport Beach, CA Tax Law Lawyer with 19 years of experience

(949) 301-9829 23 Corporate Plaza Dr.
Suite 100
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfTax, Criminal, International and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School

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Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...

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Joseph Wilson

10.0

(1 Peer Review)

(949) 397-2292 895 Dove Street
Suite 300
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfNewport Beach, CA Tax Law Attorney with 23 years of experience
Tax, Administrative, Appeals and White Collar Crime
University of San Diego and James E. Rogers College of Law, University of Arizona

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Mr. Wilson is a former Federal Prosecutor, IRS Attorney and FTB Attorney. Mr. Wilson is the managing partner at the Wilson Tax Law Group, which is a law firm serving the Newport Beach and Yorba Linda areas that specializes in civil audits and criminal tax matters, involving federal and state tax authorities. The firm represents taxpayers during civil audits, administrative appeals, all phases of collection, judicial proceedings in all trial and appellate courts. The firm handles a wide variety of matters including international compliance and offshore banking matters. The firm is headed by Mr. Wilson, whose impressive background includes...

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Dennis N. Brager

Newport Beach, CA Tax Law Attorney with 46 years of experience

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Free ConsultationOffers Video ConferencingVideo ConfTax
New York University

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Call (310) 208-6200 to see if you qualify for a consult with Dennis Brager, first 15 minutes FREE. Mr. Brager is a California State Bar Certified Tax Specialist and a former Senior Trial Attorney for the Internal Revenue Service's Office of Chief Counsel. In addition to representing the IRS in the United States Tax Court, he advised the Service on complex civil and criminal tax issues. Mr. Brager's attorney firm of 15 attorneys and support staff is based in West Los Angeles. He has been featured every year from 2008-2023 as a Super Lawyer in the field of Tax by Los...

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David L. Crockett

Newport Beach, CA Tax Law Attorney with 54 years of experience

(949) 851-1771 901 Dove St
#120
Newport Beach, CA 92660

Free ConsultationTax, Estate Planning, Probate and Real Estate
University of California - Los Angeles and University of California - Berkeley

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California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...

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Henry Daniel Lively

Newport Beach, CA Tax Law Lawyer with 26 years of experience

(949) 477-4127 4675 MacArthur Ct.
Suite 550
Newport Beach, CA 92660

Free ConsultationTax and Estate Planning
Chapman University Fowler School of Law and Western State College of Law at Argosy University

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Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

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Howard Rosenblatt

Newport Beach, CA Tax Law Lawyer with 48 years of experience

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfTax
Boston University School of Law and Gonzaga University

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Howard Rosenblatt handles civil and criminal tax controversy administrative practice and litigation, including audit defense and collection matters. He represents business entities and individuals before state and federal taxing authorities, including the IRS, Department of Justice, United State's Attorney's Office, California State Board of Equalization, California Franchise Board, California Employment Development Department and California Unemployment Insurance Appeals Board. Previously, he worked at the office of District Counsel for the Internal Revenue Service as a Senior Tax Attorney for over ten years.

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James Keith Leese

Newport Beach, CA Tax Law Lawyer with 45 years of experience

(949) 608-6900 3737 Birch St
Newport Beach, CA 92660

Tax and Estate Planning
Pepperdine Univ School of Law

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JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

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Meredith Vincent

Newport Beach, CA Tax Law Attorney with 2 years of experience

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Tax
Glendale University College of Law

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Guy Glaser

Newport Beach, CA Tax Law Lawyer with 34 years of experience

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfTax
Southwestern University School of Law

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Cheryl R. Frank

Newport Beach, CA Tax Law Attorney with 31 years of experience

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfTax and Business
Georgetown University Law Center and University of Miami School of Law

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Scott A. Harshman

Tax Lawyer Serving Newport Beach, CA

(949) 623-7224

Jeffer Mangels Butler & Mitchell LLP – U.S. and International Tax Lawyer

Scott Harshman focuses on tax, trust and estate matters and business planning for high net-worth individuals, including matters for multinational individuals and families. Read More »

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Eric R. Bardwell

Tax Lawyer Serving Newport Beach, CA

(949) 623-7234

Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer

Eric Bardwell represents high-net-worth individuals in all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration. Read More »

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Harrison Pierce Kordestani

Newport Beach, CA Tax Law Attorney with 29 years of experience

(323) 628-7150 4540 Campus Drive
Suite 100
Newport Beach, CA 92660

Offers Video ConferencingVideo ConfTax, Business, Estate Planning and Securities
Boston University School of Law and California Western School of Law

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I have extensive experience in legal, finance, management and company-building.

As an attorney, my focus has been on transactional drafting and negotiation and providing ongoing legal counsel and contract interpretation to numerous private individuals as well as companies in varied fields such as media and entertainment, oil and gas, mining and exploration, virtual reality technologies, private health care, cannabis, and mortgage lending and real estate.

As an entertainment professional, I have acquired, or produced, and distributed dozens of feature films, while usually being active in managing the business and legal affairs of most the companies I have worked for or founded. My...

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Mary Grace Finlay

Newport Beach, CA Tax Law Lawyer with 25 years of experience

(888) 896-9350 4685 MacArthur Court
Suite 421
Newport Beach, CA 92660

Tax, Estate Planning and Probate
Western State College of Law at Argosy University

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If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

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Donald Eugene Slaughter

Newport Beach, CA Tax Law Attorney with 49 years of experience

(949) 721-9091 2 San Joaquin Plaza, Suite 240
Newport Beach, CA 92660

Tax, Business and Estate Planning
Loyola Law School

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Linnete B. Young

Newport Beach, CA Tax Law Lawyer

5000 Birch St West Tower
#3000
Newport Beach, CA 92660

Tax
Rutgers School of Law-Camden

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Jeffrey William Walbridge

Newport Beach, CA Tax Law Attorney with 29 years of experience

(949) 823-7179 610 Newport Center Dr
1700
Newport Beach, CA 92660

Tax, Employment and Health Care
University of Southern California Gould School of Law and University of Southern California Gould School of Law

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Winston Wing-Chuen Chang

Newport Beach, CA Tax Law Attorney with 24 years of experience

(949) 760-9600 610 Newport Center Dr
Newport Beach, CA 92660

Tax and Real Estate
University of California, Berkeley School of Law and University of California, Berkeley School of Law

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Sean Michael Stegmaier

Newport Beach, California Tax Law Lawyer with 17 years of experience

(949) 823-7153 610 Newport Center Drive, 17th Floor
Newport Beach, CALIFORNIA 92660

Tax and Employment
Georgetown University Law Center and Chapman University School of Law

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Kyle Satoru Kawakami

Newport Beach, CA Tax Law Lawyer with 38 years of experience

(949) 760-0991 840 Newport Center Dr
500
Newport Beach, CA 92660

Tax, Business, IP and Securities
Stanford Law School

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Anthony Walter Pierotti

Newport Beach, CA Tax Law Attorney with 37 years of experience

(949) 760-5246 840 Newport Center Drive
Newport Beach, CA 92660

Tax, Business and Real Estate

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Wayne Stewart Jacobsen

Newport Beach, California Tax Law Lawyer with 42 years of experience

(949) 823-6912 610 Newport Center Drive, 17th Floor
Newport Beach, CALIFORNIA 92660

Tax and Employment

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Cheryl R. Frank

Tax Lawyer Serving Newport Beach, CA

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Newport Beach, CA Tax Law Attorney with 31 years of experience

Georgetown University Law Center and University of Miami School of LawDistrict of Columbia

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Guy Glaser

Tax Lawyer Serving Newport Beach, CA

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Newport Beach, CA Tax Law Lawyer with 34 years of experience

Southwestern University School of LawU.S. District Court, Central District of California, U.S. Tax Court and California

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Leslie Daff

Irvine, CA Tax Law Attorney with 24 years of experience

(949) 497-5056 Atrium Building
19200 Von Karman Avenue, Suite 500
Irvine, CA 92612

Free ConsultationTax and Estate Planning
Loyola Law School, Los Angeles

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Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

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Benjamin R. Heston

Irvine, CA Tax Law Lawyer with 10 years of experience

(949) 222-1041 19700 Fairchild Road, Suite 280
Irvine, CA 92612

Free ConsultationOffers Video ConferencingVideo ConfTax, Bankruptcy and Foreclosure Defense
Southwestern Law School

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Benjamin Heston handles bankruptcy cases for individuals and small businesses. He has a strong background in public service and volunteering. Mr. Heston has served as Vice-President of the Riverside County Barristers Association, an organization primarily dedicated to assisting young attorneys in their transition to their new careers.

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David C. Dodge

Irvine, CA Tax Law Attorney with 26 years of experience

(714) 378-4355 19200 Von Karman Ave., Ste. 400
Irvine, CA 92612

Free ConsultationTax and Bankruptcy
Western State University College of Law

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The Law Offices of David C. Dodge specializes in federal and California tax controversies. As a lawyer and certified public accountant with decades of experience, he knows what to do and when, to accomplish resolution of your tax problem for best result at the least cost. He provides legal tax controversies representation most often for audits, appeals, offer in compromise, tax collection defense, litigation in federal and California courts, and bankruptcy. His typical clients are individuals personally or business sole proprietorship, and small to medium business entities like corporations, partnerships, and limited liability companies. His accounting and...

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Scott Edward Clarke

Costa Mesa, CA Tax Law Lawyer with 21 years of experience

735 Baker St, Ste A
Costa Mesa, CA 92626

Tax
Western State Univ COL

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Ms. Nguyen-Hong Kelly Hoang

Costa Mesa, CA Tax Law Attorney with 26 years of experience

(714) 545-1016 600 Anton Blvd., 11th Floor
Costa Mesa, CA 92626

Tax and Criminal
Harvard Univ Law School

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Timothy Cahill Pickart

Corona del Mar, CA Tax Law Attorney with 24 years of experience

(949) 376-8763 3810 East Coast Hwy
Corona del Mar, CA 92625

Tax, Business and Estate Planning
Pepperdine Univ School of Law

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Zaher Fallahi

Costa Mesa, CA Tax Law Attorney with 14 years of experience

(877) 687-7558 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626

Free ConsultationTax, Business, Estate Planning and Probate
Harvard Law School, Harvard Law School and Pacific Coast University School of Law

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Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

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Joseph Abrams

Santa Ana, CA Tax Law Attorney with 27 years of experience

(714) 883-9822 900 W. 17th Street
Suite E
Santa Ana, CA 92706

Free ConsultationOffers Video ConferencingVideo ConfTax, Criminal and White Collar Crime
Southwestern University School of Law

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From his federal criminal defense and sentence mitigation law firm in Orange, California, attorney Joseph Abrams provides unmatched legal representation and results to clients in Orange County and throughout Southern California including Los Angeles, Riverside, San Diego, and El Centro who are under investigation for, charged with, or awaiting sentencing on any type of federal criminal offense. With extensive knowledge and experience in all areas of federal criminal practice, including expert knowledge of the federal sentencing guidelines and federal sentencing advocacy, Mr. Abrams achieves notable success in obtaining favorable results for his clients' serious and pressing legal challenges. Prior to starting his...

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Alexander Kugelman

10.0

(1 Peer Review)

(888) 498-8090 300 Spectrum Center Dr
#400
Irvine, CA 92618

Offers Video ConferencingVideo ConfIrvine, CA Tax Law Lawyer with 16 years of experience
Tax and Business
Chapman University Fowler School of Law

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Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...

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Scott A. Harshman

Irvine, CA Tax Law Lawyer with 26 years of experience

(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614

Tax, Business, Estate Planning and Probate
University of San Diego School of Law and Whittier Law School

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I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.

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Irina Rospotnyuk

Tax Lawyer Serving Newport Beach, CA

(949) 623-7235

California Tax Law Lawyer

University of San Francisco School of Law and University of the Pacific, McGeorge School of LawCalifornia, U.S. District Court, Eastern District of California and U.S. Tax Court

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Carolyn Clark

Tax Lawyer Serving Newport Beach, CA

(949) 623-7244

California Tax Law Attorney

Loyola Law School, Los Angeles and Pepperdine University School of LawCalifornia

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Eric R. Bardwell

Irvine, CA Tax Law Lawyer with 16 years of experience

(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614

Tax, Business and Estate Planning
Pepperdine University School of Law

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Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...

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Dan W Kehr

Huntington Beach , CA Tax Law Attorney with 20 years of experience

(714) 375-6622 17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647

Free ConsultationTax, Business, Communications and Estate Planning
California Western School of Law and UCLA School of Law

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What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

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Michael C Dallo

Irvine, CA Tax Law Lawyer with 13 years of experience

(949) 812-6930 300 Spectrum Drive, Suite 400
Irvine, CA 92618

Free ConsultationTax
New York University and University of San Diego School of Law

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Michael Dallo, CPA, JD, LL.M., the founder of Dallo Law Group in San Diego, California, is both a tax attorney and certified public accountant (CPA). Unlike most tax attorneys who usually only have a J.D., the basic law degree, he also holds a masters of law degrees (LL.M.) in tax, is a Certified Tax Law Specialist, and is an adjunct professor of taxation in the Masters of Tax program at the University of San Diego. His dual background in both law and accounting, his dedication to the tax profession, his passion to educate in tax, and his persistence in the...

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Charles Alan May

Irvine, CA Tax Law Lawyer with 18 years of experience

(949) 594-2206 17875 Von Karman Ave
Suite 225
Irvine, CA 92614

Free ConsultationOffers Video ConferencingVideo ConfTax, Bankruptcy and Business
University of San Diego School of Law and University of San Diego School of Law

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Charlie May is the founder and lead attorney of The Law Office of Charles A. May. Located in Irvine, the firm serves clients in Santa Ana, Costa Mesa, and throughout Orange County, as well as Los Angeles and all of Southern California. The firm practices extensively in the area of bankruptcy, with a focus on consumer bankruptcy and Chapter 7 in particular. The firm also handles Chapter 13 consumer bankruptcies for businesses. In addition, Charlie leverages his significant experience in tax law to aid people with IRS problems and property tax issues in Irvine and Southern California. Charlie is a compassionate...

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Jeffrey Burton Kahn

Irvine, CA Tax Law Attorney with 36 years of experience

(866) 494-6829 15615 Alton Parkway Suite 450
Irvine, CA 92618

Offers Video ConferencingVideo ConfTax and Cannabis Law
University of Miami School of Law and University of Miami School of Law

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The Law Offices Of Jeffrey B. Kahn, P.C. are uniquely qualified in tax. Is the IRS breathing down your neck and sending you intimidating notices and telephone calls? Are you having tax problems? Is the IRS filing liens, garnishing your wages, levying assets, and devastating your financial and personal life? IRS tax debts require immediate action. Don’t put off dealing with tax debts; inaction could be very expensive. Instead, consider professional IRS help. The Law Offices of Jeffrey B. Kahn, P.C. are uniquely qualified in tax, probate, trust, and business law. We can provide responsive, proactive...

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Sean M Golding

Irvine, CA Tax Law Lawyer with 25 years of experience

930 Roosevelt Avenue
Irvine, CA 92620

Tax
University of Denver

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Golding & Golding: Our firm specializes exclusively in IRS offshore disclosure.

We are the "go-to" firm for other Attorneys, CPAs, Enrolled Agents, Accountants, and Financial Professionals across the globe. Our attorneys have worked with thousands of clients on offshore disclosure matters, including FATCA & FBAR.

Each case is led by a Board-Certified Tax Law Specialist with 20 years of experience, and the entire matter (tax and legal) is handled by our team, in-house.

To learn more, visit us at: https://www.goldinglawyers.com.

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Gordon A. Schaller

Irvine, CA Tax Law Lawyer

(949) 623-7222 3 Park Plaza
#1100
Irvine, CA 92614

Tax, Business and Estate Planning
University of Minnesota Law School

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Kate Kelso

Tustin, CA Tax Law Lawyer

(949) 835-3576 13691 Red Hill Avenue
Tustin, CA 92780

Free ConsultationOffers Video ConferencingVideo ConfTax, Arbitration & Mediation, Business and Estate Planning
Georgetown University Law Center

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Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

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Robin Boren-Coleman Sexton

Irvine, CA Tax Law Lawyer with 28 years of experience

(949) 244-6092 18111 Von Karman, Suite 450
Suite 450
Irvine, CA 92612

Tax and Estate Planning
Thomas Jefferson School of Law

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With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...