Tax & Wealth Planning
The ValensiRoseTax and Wealth Planning Group understands that minimizing taxes is essential, butis just one piece of the puzzle. We are committed to helping clients achieve their business and personal goals, providing creative, practical, and tax-efficient solutions that align with their broader objectives.
Whether you’re a business owner, entrepreneur, or individual, we work closely with you to design a comprehensive plan that addresses your unique needs. Gaining a deep understanding of your goals enables us to provide proactive advice and innovative solutions tailored to every stage of your business lifecycle:
- From initial capitalization to sales, mergers, acquisitions, and recapitalizations
- From start-up ventures to established enterprises
Our senior attorneys bring broad expertise across multiple practice areas, ensuring that you benefit from a holistic, integrated approach. We collaborate with your other advisors, maximizing outcomes while avoiding duplication of efforts.
Our services include:
- Federal Income Tax Planning
- State & Local Tax Planning
- Estate & Gift Tax Planning, Probate, and Trust Administration
- International Tax Planning
- Tax Dispute Resolution and Litigation
Successful Outcomes
We’ve helped clients navigate complex tax and estate planning challenges, delivering significant results:
- Successfully defeated an IRS attempt to assess over $500 million in estate tax—securing a complete victory for the estate.
- Assisted clients in utilizing an IRS-approved estate planning strategy to transfer a portion of a multi-hundred-million-dollar family business to their children, with zero gift tax liability.
- Saved a renowned rock star over $1 million in an IRS tax dispute resolution.
- Structured a $30 million loan to a trust for a child using innovative life insurance planning, enabling the purchase of a $180 million life insurance policy for the benefit of the grandchildren, all while using less than $1 million of gift tax exemption.
LATEST NEWS AND EVENTS
James Andrade Publishes Three Trust Resources on CEB
James Andrade has authored three resources on California trustee accounting obligations for CEB Practitioner, the practical guidance component of CEB’s...
Lynda Chung Chairs LA County Bar’s Trusts and Estates Section
Valensi Rose is pleased to announce that Lynda I. Chung has been elected Chair of the Trusts & Estates Section...
Lynda Chung Moderated Trust & Estates Panel at Litigation Symposium
Lynda I. Chung, a litigation partner with Valensi Rose, moderated a panel at the Litigation Intensive Symposium held by the...