Justia Lawyer Rating
Super Lawyers
State Bar of California
Martindale-Hubbell

Tax Planning

Sanger & Molever has assisted local area residents and out-of-state entrepreneurs with tax planning and tax controversy work for over 30 years. With a strong focus on overall tax planning for individuals and businesses, especially in the context of business sales and other transactions, Sanger & Molever has successfully represented countless clients before the Federal and California taxing authorities in income, estate, gift, property, residency, sales tax audits and litigation, including cases before the US Tax Court. The Firm also has a proven record of assisting same-sex couples in both federal and state tax issues. 

Some of the most typical documents and projects within the Tax Planning and Disputes practice area include:

  • Retirement plans (Choosing the correct type, beneficiary designation, structuring to minimize taxes)
  • Buy-Sell Agreements
  • Corporate Recapitalizations
  • IRS & FTB Audits and Appeals related to income taxes, sophisticated retirement plans, estate and gift taxes, sales and use taxes and property taxes, including claims for parent-child exclusions
  • Private Retirement Plans
  • Limited Partnerships
  • Limited Liability Companies
  • Closely Held Corporations
  • Same-sex tax issues
  • S-Corporations
  • C-Corporations
  • §1031 Like Kind Exchange Agreements

Sanger & Molever, understands the tax planning of today’s families, individuals and businesses.

Client Reviews
★★★★★

The Sanger firm has represented my family for greater than a generation, creating and recreating our family trust and wills, as well as innumerable leases and other contracts. I have solid trust in Howard's abilities, particularly his tenacious attention to detail and client needs.

I cannot recommend anyone higher.

M.S.
★★★★★
Before your negotiations with the IRS, the IRS's levies and tax liens, would have driven us out of business. Thanks to your negotiations with the IRS Revenue Officer, our company was not shut down, and our company is now back on its feet, and again successfully operating. Plus, an extra special "thanks" for serving as a buffer between us and the antagonistic IRS Revenue Officer whose aggressive "enforced collection" threats, made it impossible for me to sleep at night, and left me with blood pressure far above 80/120. M.Y.