Practice Groups

The tax law and estate planning attorneys of the Irvine and Westlake Village, California, law offices of Jackson DeMarco Tidus Peckenpaugh provide legal advice related to both business activities and personal goals. Our practical advice includes both tax and estate planning matters.

Our tax attorneys guide our clients through the impact of complex and ever changing federal, state, and local tax laws on business transactions. We help clients structure business and real estate transactions for tax efficiency, including mergers and acquisitions, IRC §1031 or "like kind" exchanges, financing and leasing transactions, stock redemptions, and the formation, recapitalization, and liquidation of business entities.

We offer well-thought-out tax strategies beneficial to businesses in terms of executive compensation, employee benefits, and ERISA matters. We assist individuals, trusts, and estates with tax planning and wealth preservation.

When tax controversies arise, our tax attorneys represent clients before the Internal Revenue Service, Franchise Tax Board, Employment Development Department, State Board of Equalization, and Property Tax Assessment Appeals Boards in connection with audits, appeals, litigation, refund claims, collection cases, tax lien discharges and subordinations.

We represent nonprofit tax-exempt organizations including public charities, private foundations, trade associations, supporting organizations and social welfare organizations in connection with their formation, obtaining and maintaining tax-exempt status, and tax planning for operations.

Businesses and their executives look to Jackson DeMarco Tidus Peckenpaugh for executive compensation planning, including stock options and deferred compensation plans, and designing of and planning for defined benefit and defined contribution retirement plans.

Our estate planning attorneys counsel our clients on wealth preservation strategies, probate, trust and estate administration, guardianships and conservatorships. We prepare wills, trusts, powers of attorney, advance health care directives and wealth preservation documentation.

To learn about how we can assist in federal, state and local tax planning for corporations, limited liability companies, partnerships, REITs, individuals and estates and trusts, and for estate, gift, and generation-skipping transfer tax reduction, schedule a consultation with a lawyer.