San Diego

Tax Planning Attorney

Very few people enjoy figuring out their taxes. But when you have added complications of a business, real estate, or an estate and assets, the tax planning process can become even more complicated.

Even if you conduct seemingly simple transactions without accounting for tax considerations, you can end up facing an audit or investigation. That’s why it’s so important to meet with an experienced and well-versed tax planning attorney before changing your business entity, completing an estate plan, or making other financial transactions.

With 20 years of experience as a Certified Public Accountant before she became a lawyer, San Diego attorney Jennifer Reardon is here for all your tax planning needs.

Click to Schedule a Free ConsultationClick to Schedule a Free Consultation

San Diego

Tax Planning Attorney

Click to Schedule a Free ConsultationClick to Schedule a Free Consultation

Very few people enjoy figuring out their taxes. But when you have added complications of a business, real estate, or an estate and assets, the tax planning process can become even more complicated.

With 20 years of experience as a Certified Public Accountant before she became a lawyer, San Diego attorney Jennifer Reardon is here for all your tax planning needs.

Estate planning and taxation

Many lawyers underestimate the importance of tax knowledge and tax planning -- particularly when it comes to estate planning.

Estate planning allows you to plan for the future of your family, deciding what will happen to your assets after your passing. But it’s important to minimize the taxes that will be paid by the estate so that your beneficiaries won’t suffer these losses later on.

If the total value of your assets is over the estate tax exemption amount, you’ll also have more complicated tax requirements you’ll need to be sure to meet.

Additionally, the likelihood of an audit for estate tax returns is much higher than that of individual income tax returns.

But Jennifer Reardon is ready to work with you to limit the amount of your estate that will be lost to taxation in a way that is compliant with the law and helpful to your family in the long-term.

Other Tax Planning Services

In California, residents may need help managing taxes with the Internal Revenue Service (IRS), the California Franchise Tax Board (FTB), the California Board of Equalization (BOE), the California Employment Development Department (EDD), etc.

That’s why the Reardon Law Firm offers a range of tax planning services to fit your every need.

Click to Schedule a Free Consultation

Tax planning for business and corporate transactions

All businesses have tax requirements, particularly when it comes to transactions such as exchanging property with a partnership.

But it’s also important to consider tax regulations in regards to an entity structure. Corporations, non-profits, and partnerships have different tax requirements, which is why it’s important to think about these things when creating the structure of your business.

Other things to consider when tax planning for your business entity include:

Capital investment opportunities
Liquidation of stock or assets that have been on the shelf for years
International governmental agreements and tax treaties
Business mergers and acquisitions
Business entity selection

Capital investment opportunities
Liquidation of stock or assets that have been on the shelf for years
International governmental agreements and tax treaties

Business mergers and acquisitions
Business entity selection

Many of these changes and considerations have far-reaching implications for your business. That’s why it’s so important to discuss tax planning decisions with an experienced tax planning attorney.

Other services we can help with include:

Real estate development, investments, and sales
Financing and workouts
Tax credit transactions
International transactions and operations
State franchise, income, sales, and use taxes

Real estate development, investments, and sales
Financing and workouts
Tax credit transactions

International transactions and operations
State franchise, income, sales, and use taxes

How the Reardon Law Firm can help

Jennifer Reardon’s years of experience as a Certified Public Accountant in San Diego before beginning her law give her a unique advantage to understanding tax planning processes. If you are having trouble with any aspect of your taxes — particularly in regards to estate planning or business transactions — Jennifer Reardon is ready to help.