D. Steven Yahnian, Attorney/CPA/CFP
When your business demands the dual need for an accountant and an attorney, you shouldn’t have to pay for two different, high-priced professionals. In addition, Attorneys who are also CPAs powerfully combine the knowledge and experience needed to address critical issues from both legal and financial perspectives simultaneously.
Dually-licensed AAA-CPA professionals can advise you on both legal and financial aspects of key operating decisions which encompass both legal and monetary ramifications. A qualified attorney-accountant will also recognize potential future risks and help guard against them.
Attorney CPAs who also prepare tax returns will have much greater and broader tax knowledge than the professional who is only an attorney or only a CPA.
To further assure your confidence, all AAA-CPA professionals conform to the standards of the respective governing bodies.
For a list of our specific tax services, read below.
For more tax specific information and for tax articles to inform and arm you with important, powerful tax knowledge database of articles written by STEVE YAHNIAN, visit our affiliated information and taxpayer advocacy website: YAHNIAN TAX.
“There is no ‘one-size-fits-all’ tax planning or tax defense strategy. Each situation is different. Each situation requires the Tax Attorney to review and analyze the constant barrage of recent (daily) legal developments and creatively, legally, and effectively apply the law and his experience and ingenuity to the particular client’s circumstances. Unfortunately, many people don’t realize that online legal services and generalist or mill attorneys, or many times, even our CPA friends are for the most part, one size fits all, or simply not knowledgeable of tax law’s incredible complexity, dynamism, and subtlety. They do not know how to design plans to save taxes or develop a winning strategy to deliver a client from the taxing authorities. Only an experienced tax attorney can do this. Only a tax lawyer sees the subtle shades and permutations of tax law, and how to design, prepare, and implement a tax plan or provide effective, and complete representation and tax resolution appropriate for a given client.” STEVE YAHNIAN, Attorney/CPA, Yahnian Law Corporation
We have achieved many successes, oftentimes far better than expected, for those who have been audited by or owed taxes to the taxing agencies, IRS and California. We have handled a large number of such cases and have many years of in depth experience. Following is a small sample of the many matters we have successfully and victoriously handled: Yahnian Tax Victories and Successes
Detailed Description of the Tax Planning and Defense Services we Provide:
A detailed description of our tax planning and defense services is set forth in the following paragraphs.
We advise clients in all areas of federal and state taxation, including the areas of income tax planning. Steve Yahnian has extensive experience with mergers, business acquisitions and corporate reorganizations.
Steve Yahnian is a Certified Taxation Law Specialist as designated by the California State Bar Board of Legal Specialization, a CPA and has a Master of Laws in Taxation. He has rendered countless tax opinions, engaged in substantial and strategic tax planning (from the basic to the sophisticated and advanced) and prepared numerous tax plans since 1980.
Yahnian Law Corporation provides comprehensive, in depth planning and aggressive advocacy for Ag clients, including farms and dairies. Representation and planning involves personal exemptions, personal deductions, credits, sale of capital assets, involuntary conversions, farm partnerships, and all other aspects of farm taxes. We have represented farmers in audits, at IRS Appeals and in US Tax Court, achieving victories in complex matters in which the government was moving aggressively against the farm taxpayer.
Specifically covered are the following:
Yahnian Law Corporation provides advice, design, planning and implementation of the following executive compensation matters:
Our services also cover non-tax issues that materially influence executive compensation arrangements, including financial accounting, ERISA, securities laws, stock exchange requirements, and the perspectives of shareholders and other parties having an influence on executive compensation.
An often overlooked tax issue is the matter of property taxes. For example, certain transfers of real property ownership can result in reassessment for property tax purposes. This can result in unexpected and costly annual property tax bills. In many cases, appropriate planning, structuring and implementation of real property transfers may avoid this reassessment, saving the client thousands of dollars per year. By providing this service to our clients, we have saved substantial dollars in property taxes for our clients over the years.
Yahnian Law Corporation counsels employers and employees on pension, profit sharing and retirement plan matters and also designs and helps employers implement such plans. There are many tax benefits and asset protection aspects to such plans, if they are properly designed and implemented.
The following are examples of plans that Steve Yahnian has advised upon, designed, implemented or given counsel:
In addition, Steve Yahnian has given counsel and analysis regarding the following:
YAHNIAN LAW CORPORATION performs all manner of legal and tax services with respect to real property like kind exchanges, including, but not limited to the following services:
YAHNIAN LAW CORPORATION provides the following Civil tax defense services:
The Need for Our Tax Defense Services
Congress has ordered the IRS to return to their primary function; the collection of taxes. The IRS Commissioner was appointed for his expertise in this area. In addition to the fact that growing numbers of people are recieving government benefits paid for in large part by taxes, the federal government is funding military actions on several fronts, a war on terror, and homeland security. At the same time, tax revenues they enjoyed during the dot-com boom have evaporated now that reality has imposed on the securities markets
How the Process of Our Legal Represenation Works
For an initial consultation, we often require the client to fill out a short questionnaire and prepare a brief chronology. We then review the facts prior to the conference, with the objective of saving time during the consultation. There is no free consultation. The minimum initial fee for the first consultation is $300.
Tax Defense work and representation is a serious matter. Should we decide to meet with you and/or represent you, be advised, all matters and cases require a full evaluation. This includes the following:
An evaluation concerning civil taxes is generally a minimum $5,000 retainer.
Our obligation to clients includes giving written opinions of options and expected results. We advise client of the law, keep the client informed as necessary, and manage the case. In order to meet our obligations and serve the client efficiently, we require our clients to meet their obligations, which include:
Whether your civil tax problem concerns an IRS or State tax notice of monies due, non-filing of returns, lien, levy, seizure of property, Tax Court case, Court of Appeals, administrative appeal, or audit, we can assist in considering your viable options and developing the best strategy.
Some options may include, among others:
We have assisted clients in planning for the discharging through bankruptcy income and other tax debts. The rules are complex. Miscalculation of even one day could cause loss of the benefits of bankruptcy or other remedies.
Tax/bankruptcy planning requires detailed analyses of all facts, numerical analysis, evaluating the possible solutions, and, finally, careful strategic planning.
Taxpayer failure to file, correctly report their income or other misconduct can result in criminal prosecution. If this describes you, you should immediately consult tax legal counsel. Do not speak to the IRS or any governmental agency without first retaining tax legal counsel. Do not discuss your tax matter with a non lawyer, such as a CPA. Your discussions with a tax attorney are protected by Attorney Client privilege which you may assert against the government. By contrast, NOTHING you tell a non lawyer, including third parties, a CPA or an Enrolled Agent, among others, is protected by any privilege.
We have extensive experience in structuring basic to large and complex real estate transactions with an emphasis on tax efficiency, including 1031 exchanges and capital restructurings.
Our tax solutions are tailored to address the following real estate tax matters: