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Tax Transactions

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    Financial transactions often come with complicated tax issues that need to be addressed before completing an estate plan, business merger or acquisition, or business entity selection. Having the guidance of an experienced tax transaction attorney can help limit the amount of taxes paid in such transactions, saving you, your family, or your business money in the long run.

    Offering More than 20 Years of Tax Transactional Experience as an Attorney and CPA

    At the Orange County Tax Law Offices of David W. Klasing, I offer more than 20 years of combined experience as a tax lawyer and CPA. I have the skills and experience level to provide comprehensive tax planning and preparation services. My background as a CPA, masters degree in taxation and experience as a tax attorney provide me with unique insight into the intricate tax planning details involved in highly complicated matters. I am committed to helping you avoid excessive tax payments and potential tax-related legal issues.

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    Offering Tax Planning Guidance Through Various Transactions

    My dedicated tax planning assistance can help guide business owners and individuals through the tax complications inherent in various transactions, including:

      • Estate planning: Planning for the future can be a great strategy for ensuring the financial well-being of your loved ones after you are gone. Using legal strategies, I can help you limit the amount of your estate lost to estate taxes during the transference of assets to your intended beneficiaries. Through trusts, charitable giving mechanisms and charitable trusts, you are able to reduce your estate tax liability, keeping more of your assets in your family where they belong.
      • Business mergers and acquisitions: Business owners need to be aware of the importance of advanced tax planning when negotiating a merger or acquisition. My knowledge can assist you in avoiding tax-related missteps, saving valuable time and money in the long term.
      • Entity selection: Certain business entities offer business owners protection from personal liability when legal issues arise. My assistance can protect you from liability, creating a “fire wall” between your personal assets and your business assets in the event of litigation and to a certain extent where a tax controversy or audit arises. My work can also lower your business’ tax liability, allowing you to invest more of your profit into the advancement of your business or corporation.

    I work diligently to create lasting relationships with every client who walks through my door, creating a trustworthy source for you to turn to for future tax planning concerns.

    Contact Us Today

    Contact my tax law firm to learn how I can address your tax transaction needs during a reduced-rate initial consultation.

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    Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

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    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    (702) 997-6465
    (786) 999-8406
    (385) 501-5934