California Tax Planning Lawyers
Jones & Kindelan has extensive experience in all types of federal and state taxation affecting business and individuals. Our creative and multi-disciplinary approach has helped numerous clients do sound tax planning which is in compliance with the law. A lawyer at our firm can explore how to use the tax code to achieve your goals.
Jones & Kindelan provides a range of tax services to individuals and businesses, including:
Structuring tax transactions to minimize taxes
Tax compliance advice
Tax audit and appeals advice
Estate tax planning and minimization strategies
Gifting and charitable giving
Use of trusts to minimize taxes
Post-mortem tax planning
And other taxation matters
Jones & Kindelan does not do tax return preparation, however we have a working relationship with a number of qualified Certified Public Accountants. We can retain these professionals directly or recommend them to you depending on your needs.
We also have a number of financial planners who we may recommend to assist you with your financial planning. We believe that a “team approach” using a number of professionals often creates the best results for our clients.
An Experienced Business and Estate Tax Planning Attorney
Wiley Jones has been advising clients in taxation, estate, and business law matters for over 30 years. With extensive legal and business experience and a Master of Laws in Taxation from New York University School of Law, he is uniquely positioned to provide advice and services in this area. In the area of estate tax planning, he is fully conversant with all of the legal vehicles available. These include various types of trusts and gifting strategies that can minimize income, gift and estate taxes and achieve a client's long term goals.
Contact us today for a free initial telephone or e-mail consultation.