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Henry Daniel Lively

Henry Daniel Lively

Certified Tax Specialist - State Bar of California - To Handle Your Tax Problems
  • Estate Planning, Tax Law
  • California
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Summary

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 Ernst and Young). Dan has practiced as a CPA and Attorney in the area of taxation for 26 years. He has represented clients before the United States Tax Court, and various other courts in California, the Appeals and Audit Division of the Internal Revenue Service, before the State Board of Equalization, and the California Franchise Tax Board.

Dan has earned the prestigious American Jurisprudence Award and Cal Jur Award for excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax. This means that Dan was the top student in these classes in law school. The very classes that he chose to focus his practice on.

Dan serves on the tax litigation committee of the State Bar of California. He is a member of the tax, and trust and probate sections of the Orange County Bar Association, as well as the American Bar Association. He is also a member of the Orange Coast Estate Planning Council.

Dan regularly writes and speaks on the subjects of tax and estate law. He regularly contributes to Taxing Advice, a Blog dedicated to providing advice on tax matters (http://taxingadvice@blogspot.com).

Dan serves on the Board of Directors for the Apartment Association Southern Cities, and for the JSerra High School Ice Hockey Program.

Dan can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. He also provides Estate and Tax planning, prepares Estate and Gift Tax Returns, develope Asset Protection strategies, forms Corporations and Partnerships, Administers Trusts, and Probates Estates.

Practice Areas
  • Estate Planning
  • Tax Law
Fees
  • Free Consultation
  • Credit Cards Accepted
    Visa, Mastercard
Jurisdictions Admitted to Practice
California
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Professional Experience
Tax Attorney
The Lively Law Group
- Current
Tax Law Professor
Whittier Law School
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Managing Partner
Lively & Associates
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Chief Financial Officer
WesTrend
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Tax Manager/Controller
Griffin Companies
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Tax Consultant
EY Kenneth Leventhal & Company
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Education
Chapman University Fowler School of Law
LL.M. | Taxation
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Honors: Graduated in top 5 percent of class
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Western State College of Law at Argosy University
J.D. (1997) | Law
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Honors: Graduated with Honors
Western State College of Law at Argosy University Logo
California State University - Northridge
B.S. (1983) | Business/Accounting
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Honors: Beta Alpha Psi Accounting Honor Society
Activities: Committee Chair in Accounting Association
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Awards
Partnership and Corporate Tax, and Tax Procedure
Bancroft Whitney Cal Jurisprudence Award
Estate Tax, Federal Tax, and Wills
Bancroft Whitney American Jurisprudence Award
Professional Associations
J Serra Catholic High School Hockey Program
Board of Directors
- Current
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State Bar of California Tax Litigation Committee
Member
- Current
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American Association of Attorney / CPA's
Member
- Current
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Orange Coast Estate Planning Council
Member
- Current
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State of California
Notary Public
- Current
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Apartment Association California Southern Cities
Board of Directors
- Current
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California State Bar # 194966
Member
- Current
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Orange County Bar Association
Member
- Current
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American Bar Association
Member
- Current
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Orange County Bar Association Tax Committee
Member
- Current
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United States Tax Court
Admitted
- Current
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California Department of Real Estate
Real Estate Broker
- Current
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State Board of Accountancy
Certified Public Accountant
- Current
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Certifications
Taxation Law
California State Bar
CPA
California State Board of Accountancy
Contact & Map
4675 MacArthur Ct.
Suite 550
Newport Beach, CA 92660
USA
Telephone: (949) 477-4127
Fax: (949) 429-8275