About

Learn extra about Henry Daniel Lively, an authorized tax specialist with years of revel in in tax and estate law. Henry Daniel Lively is a fairly respected lawyer primarily based in Newport Beach, California. He is certified by means of the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a prestigious designation earned by means of much less than four hundred of the approximately 2 hundred,000 attorneys licensed in California. With an LL.M (Master of Laws) in taxation from Chapman University School of Law, in addition to being a Certified Public Accountant and Real Estate Broker, Dan brings a wealth of information and understanding to his exercise. Dan's profession started as a Certified Public Accountant in 1983 on the famend organization Kenneth Leventhal & Company, later acquired with the aid of Ernst and Young. With 26 years of revel in in taxation, Dan has represented clients earlier than the US Tax Court, diverse courts in California, the Appeals and Audit Division of the IRS, the State Board of Equalization, and the California Franchise Tax Board. Recognized for his excellence in Wills, Trusts, Estate Tax, Federal Tax, Corporations, and Partnership Tax, Dan has earned the prestigious American Jurisprudence Award and Cal Jur Award. He is an accessory professor of taxation at Whittier College of Law and serves at the tax litigation committee of the State Bar of California. In addition to his prison exercise, Dan is actively concerned within the legal community as a member of the tax, believe, and probate sections of the Orange County Bar Association and the American Bar Association. He is likewise a member of the Orange Coast Estate Planning Council and serves at the Board of Directors for the Apartment Association Southern Cities and the JSerra High School Ice Hockey Program. Dan is a prolific creator and speaker on tax and estate regulation topics, contributing regularly to Taxing Advice, a blog dedicated to supplying recommendation on tax subjects. He gives ready illustration in tax controversy instances before the IRS, FTB, EDD, BOE, and the USA Tax Court. Additionally, Dan affords property and tax making plans offerings, prepares property and present tax returns, develops asset protection strategies, forms agencies and partnerships, administers trusts, and probates estates. With his huge experience and willpower to his clients, Henry Daniel Lively is a depended on advise for individuals and organizations searching for expert steering in tax and estate law matters.

Legal Issues

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Tax Law

Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning

Certificates

Taxation Law
California State Bar

CPA
California State Board of Accountancy

Languages

Accepted Jurisdictions

Experience

• Tax Lawyer
  The Lively Law Group
  1998
• Tax Law Professor
  Whittier Law School
  2009
• Managing Partner
  Lively & Associates
  1993
• Chief Financial Officer
  WesTrend
  1990
• Tax Manager/Controller
  Griffin Companies
  1987
• Tax Consultant
  EY Kenneth Leventhal & Company
  1983

Education

Associations

Costs

• Free Consultancy Service
• Payment With Credit Card
  Visa, Mastercard

Location