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  • Estate Planning, Business Law, Tax Law
  • California
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Claimed Lawyer Profile
Practice Areas
Estate Planning
Health Care Directives, Trusts, Wills
Business Law
Business Contracts, Business Dissolution, Business Formation, Mergers & Acquisitions, Partnership & Shareholder Disputes
Tax Law
Business Taxes, Estate Tax Planning, Income Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Jurisdictions Admitted to Practice
California
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7th Circuit
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9th Circuit
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11th Circuit
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U.S. Court of Appeals, Armed Forces
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U.S. Court of Appeals, Veterans Claims
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U.S. Dist. Court California - Central
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U.S. Supreme Court
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U.S. Tax Court
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Professional Experience
Clinical Professor & Tax Law Program Director
Chapman University Fowler School of Law
- Current
Associate Clinical Professor & Graduate Tax Program Administrator
CHAPMAN UNIVERSITY SCHOOL OF LAW
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Tax Law Clinic Director & Administrator
Chapman University School of Law
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Law Clerk (Externship)
Internal Revenue Service
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Law Clerk (Internship)
First American Corporation
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Senior Computer Engineer
Northop-Grumman
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Education
Chapman University Fowler School of Law
J.D. (1998) | Taxation
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Honors: Tax Law Emphasis Certificate
Activities: Tax Law Society, Student Bar Association
Chapman University Fowler School of Law Logo
California State University - Long Beach
B.S. (1991) | BS/BA Finance, Real Estate & Law
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Honors: DPMA Scholar.
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Professional Associations
Orance County Bar Association
Member
- Current
Activities: Estate Planning Section, Tax Section
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American Bar Association
Member
- Current
Activities: Probate & Real Property Section, Taxation Section
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California State Bar  # 198228
Member
- Current
Activities: Estate Planning Section, Tax Section
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American Bar Association
Chair, Pro Bono & Tax Clinics Committee
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American Bar Association
Vice Chair, Pro Bono & Tax Clinics Committee
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Speaking Engagements
Introduction to Direct Examinations in U.S. Tax Court
American Bar Association
Issues in Offer in Compromise Advocacy
IRS National Taxpayer Advocate
Getting Facts Into a Remote Proceeding Tax Court Case
American Bar Association
Navigating the U.S. Tax Court Stipulation Process
IRS National Taxpayer Advocate
Resolving Complex Innocent Spouse Issues
IRS National Taxpayer Advocate
Tactics and Emerging Issues in CDP Cases
American Bar Association
Approaches & Alternatives to Innocent Spouse Relief
American Bar Association
Advanced IRS Collections: CDP Litigation & Remand
IRS National Taxpayer Advocate
Communicating with Third Parties (for Your Clients)
American Bar Association
Using IRS eServices, ABA Tax Section Meeting, Washington, DC
American Bar Association
Contact & Map
17581 Irvine Blvd., Suite 111
Tustin, CA 92780
US
Telephone: (714) 628-2531