JVL Tax Law

Business and Transactional Tax Practice

  • Home
  • About
  • Services
    • Tax Diagnosis
    • Outline of Areas of Experience
    • Tax Services for Private Companies
    • Tax Services for Individuals
    • Financial Advisors, Attorneys and Accountants
    • Implementation
    • IRS and California State Tax Audits
  • M&A
    • Entity Selection
    • Equity Compensation Plan
    • Earn-outs
    • Structuring
    • Bankruptcy and Debt Workouts
    • Joint Ventures
  • Industry
    Experience
    • Financial Services: Private Equity, Hedge Funds, Cryptocurrency
    • Software and Tech
    • Lawyers and Law Firms
  • International
    • Inbound Investment For Foreign Investors
    • Outbound: PFICs and CFCs
    • Individuals Moving to and From the United States
    • Tax Compliance
  • Tax
    Losses
    • Bad Business Debt
    • Theft Losses, Casualty Losses
    • Restitution and Returns of Compensation
    • Partnership Losses
  • News
  • Contact
Call: 650.999.0573

Financial Advisors, Attorneys and Accountants

One of the core functions of JVL Tax Law is to support other advisers in the more challenging and complex tax aspects of corporate and financial transactions.  I can also provide support in situations where multiple parties to a transaction require separate counsel.  For example, if you are a member of a large law firm in a complex M&A transaction, you may be seeking separate tax counsel for a founder, owner or employee of your client.

If you are a financial adviser, accountant, lawyer, CPA, insurance agent or other professional and you have a client with a challenging or unfamiliar tax issue in any of the areas I serve, contact me to discuss if I have the experience you are seeking.

Implementation

One of the unfortunate side effects of increased specialization is the fragmentation of services.  If you have seeking a solution to consulting and coordinating multiple service providers, I can help coordinate and implement advice by:

  • Ensuring your accountant or CPA understands the tax treatment of a transaction or payment and reports it accurately on your tax return.
  • Coordinating with your financial advisor, insurance agent, trusts and estates attorney to implement tax-efficient strategies.
  • Creating efficient and reliable processes for tax compliance.

Latest Articles

Qualified Opportunity Funds: Tax-Free Capital Gain

With all the changes passed in the 2017 tax reform, it was easy to overlook qualified opportunity funds.  But investing in a “qualified opportunity fund” (QOF) provides powerful tax benefits.  … Read More

Do You Need to Report Your Cryptocurrency on an FBAR?

Do you need to report your cryptocurrency on a Foreign Bank Account Report (FBAR) (aka FinCEN Report 114)? The IRS recently released an email exchange posing this question. And the American Institute … Read More

Talk on Tax Reform

The recently enacted tax reform creates a new landscape for tax planning. Focusing on the implications for start-ups and private companies in the tech and fintech sectors, I will be giving a talk on … Read More

Services and Practice Areas

  • M&A
    • Entity Selection
    • Equity Compensation Plan
    • Earn-outs
    • Structuring
    • Bankruptcy and Debt Workouts
    • Joint Ventures
  • International
    • Inbound Investment For Foreign Investors
    • Outbound: PFICs and CFCs
    • Individuals Moving to and From the United States
    • Tax Compliance
  • Tax Losses
    • Bad Business Debt
    • Theft Losses, Casualty Losses
    • Restitution and Returns of Compensation
    • Partnership Losses
  • Services
    • Tax Services for Private Companies
    • Tax Services for Individuals
    • Financial Advisors, Attorneys and Accountants
    • Implementation
    • Tax Diagnosis
    • Outline of Areas of Experience
    • IRS and California State Tax Audits

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Directions and Contact Info

JVL Tax Law

535 Middlefield Rd, Suite 140

Menlo Park, CA 94025

650-999-0573

 

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MENU
  • Home
  • About
  • Services
    • Tax Diagnosis
    • Outline of Areas of Experience
    • Tax Services for Private Companies
    • Tax Services for Individuals
    • Financial Advisors, Attorneys and Accountants
    • Implementation
    • IRS and California State Tax Audits
  • M&A
    • Entity Selection
    • Equity Compensation Plan
    • Earn-outs
    • Structuring
    • Bankruptcy and Debt Workouts
    • Joint Ventures
  • Industry
    Experience
    • Financial Services: Private Equity, Hedge Funds, Cryptocurrency
    • Software and Tech
    • Lawyers and Law Firms
  • International
    • Inbound Investment For Foreign Investors
    • Outbound: PFICs and CFCs
    • Individuals Moving to and From the United States
    • Tax Compliance
  • Tax
    Losses
    • Bad Business Debt
    • Theft Losses, Casualty Losses
    • Restitution and Returns of Compensation
    • Partnership Losses
  • News
  • Contact