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Firm Overview The Tax Law Offices of David W. Klasing, are a Tax, Business and Estate, Planning and Controversy, Law Firm that offers accounting and tax compliance as an ancillary legal service. Every business requires the services of at least two external professionals to promote the success and best interests of the business and its stakeholders; A seasoned small to middle market tax, business and estate lawyer and an experienced CPA. The Firm's founder, David W. Klasing is simultaneously a dually licensed Aorney and a CPA and has over 20 years of Tax, Business and Estate experience. Mr. Klasing earned a Juris Doctorate from Western State College of Law, a Master's Degree in Taxaon from Golden Gate University, a Bachelor's Degree in Accounng from Cal State Los Angeles and an Associate Degree in Business from Rio Hondo J.C. Our firm is made up of Licensed Aorneys and CPAs most of whom have obtained a graduate level educaon in Taxaon (LLM or M.S.-Tax) and have at least a decade of working experience. We offer the coordinated services of both of these professions for the price of one. Our extensive background as CPAs, coupled with our focused pracce as tax, business and estate aorneys, provides ample support for a business, from incepon to succession, and through all life cycle phases in- between. Professional Involvement David W. Klasing's desire to stay on the cung edge of taxaon, and to give back, drives his professional involvement, which includes serving as a: Past chair of the California State Bar Associaon Tax Procedure and Ligaon Commiee. Past chair of the Orange County Bar Associaon Tax Secon Past Naonal Educaon Chair and Current Board Member of the American Associaon of Aorney Cerfied Public Accountants. Mr. Klasing is a current acve Member of the following organizaons and secons: The CalCPA Commiee on Taxaon. The American Bar Associaon Tax Secon; The Orange County Bar Associaon, Tax, Business and Corporate Law and Trust & Estate Secons;

Practice Focus Areas › wp-cont… · A seasoned small to middle market tax, business and estate lawyer and an experienced CPA. The Firm's founder, David W. Klasing is simultaneously

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Page 1: Practice Focus Areas › wp-cont… · A seasoned small to middle market tax, business and estate lawyer and an experienced CPA. The Firm's founder, David W. Klasing is simultaneously

Firm Overview

The Tax Law Offices of David W. Klasing, are a Tax, Business and Estate, Planning and Controversy, Law Firm that offers accounting and tax compliance as an ancillary legal service.

Every business requires the services of at least two external professionals to promote the success and best interests of the business and its stakeholders;

A seasoned small to middle market tax, business and estate lawyer and an experienced CPA.

The Firm's founder, David W. Klasing is simultaneously a dually licensed A�orney and a CPA and has over 20 years of Tax, Business and Estate experience. Mr. Klasing earned a Juris Doctorate from Western State College of Law, a Master's Degree in Taxa�on from Golden Gate University, a Bachelor's Degree in Accoun�ng from Cal State Los Angeles and an Associate Degree in Business from Rio Hondo J.C.

Our firm is made up of Licensed A�orneys and CPAs most of whom have obtained a graduate level educa�on in Taxa�on (LLM or M.S.-Tax) and have at least a decade of working experience. We offer the coordinated services of both of these professions for the price of one.

Our extensive background as CPAs, coupled with our focused prac�ce as tax, business and estate a�orneys, provides ample support for a business, from incep�on to succession, and through all life cycle phases in-between.

Professional Involvement

David W. Klasing's desire to stay on the cu�ng edge of taxa�on, and to give back, drives his professional involvement, which includes serving as a:

Past chair of the California State Bar Associa�on Tax Procedure and Li�ga�on Commi�ee.Past chair of the Orange County Bar Associa�on Tax Sec�on Past Na�onal Educa�on Chair and Current Board Member of the American Associa�on of A�orney Cer�fied Public Accountants.

Mr. Klasing is a current ac�ve Member of the following organiza�ons and sec�ons: The CalCPA Commi�ee on Taxa�on. The American Bar Associa�on Tax Sec�on; The Orange County Bar Associa�on, Tax, Business and Corporate Law and Trust & Estate Sec�ons;

Page 2: Practice Focus Areas › wp-cont… · A seasoned small to middle market tax, business and estate lawyer and an experienced CPA. The Firm's founder, David W. Klasing is simultaneously

Practice Focus Areas:´ Tax Li�ga�on´ IRS and California Tax Appeals Representa�on´ Tax Planning, Compliance, Accoun�ng and Informa�on Repor�ng ´ Domes�c Voluntary Disclosures´ Civil and Criminal Divorce Tax Issues´ Business Transac�ons

´ Business Purchases, Sales and Dissolu�ons´ Business En�ty Selec�on

´ California Sales Tax Audit´ Employment Tax Issues:

´ Employees vs Independent Contractors´ Delinquent Payroll Taxes and Trust Fund Recovery Penal�es

´ Interna�onal Tax and Estate Planning, Compliance, and Prepara�on´ Taxes for Expats´ Foreign Account, Asset, En�ty and Undeclared Income Tax Audit Representa�on´ Offshore Voluntary Disclosure Program- OVDP ´ Streamlined Voluntary Disclosures´ In Bound Tax Planning and Compliance for Non Resident Aliens and Foreign

Business En��es ´ Advising Non Resident Aliens Seeking to Invest in U.S. Real Estate (FIRPTA)

´ Minimizing Poten�al Concerns Regarding the Tax Treatment of Effec�vely Connected Income

´ Interna�onal Estate Planning ´ Expatria�on Tax Issues ´ Estate Administra�on

´ Federal and California (BOE, EDD, FTB) Tax Audits, Criminal Inves�ga�ons and Prosecu�ons

´ Eggshell Audits (audits with an underlying criminal tax issue)´ Industry Specific Audits:

´ Cash Intensive Businesses´ Den�sts´ Veterinarians´ Doctors and Medical Centers´ Real Estate Professionals ´ Non-Filers (Spies Evasion)

´ Federal and California Collec�ons Representa�on ´ Liens Levy's and Garnishments ´ Tax Mo�vated Bankruptcy ´ Installment Agreements, OIC's, Equitable Relief, Temporarily Non Collec�ble´ Collec�on Due Process Appeals´ Innocent / Injured Spouse