Jeffry Bernstein is one of the most well-known and preeminent tax attorneys in California. Jeffry brings extensive experience and close personal attention to the representation of businesses, individuals and families in highly sophisticated income, estate, and property tax matters, both as an advisor and as an advocate. He has successfully litigated and favorably settled significant income, estate tax, and tax issues before the IRS and the California Franchise Tax Board, as well as real property tax assessment appeals.
Jeffry’s practice emphasizes structuring and planning for limited liability companies and partnerships involved in complex real estate acquisitions and commercial and residential development projects to maximize the tax and economic benefits to investors. He also advises Subchapter S and Subchapter C corporations on tax issues involving structuring corporate acquisitions and mergers in a tax efficient manner.
Because of his extensive experience and broad background in partnership, corporate, trusts and estate and wealth transfer matters, he has a unique ability to integrate the different aspects of tax planning involving overlapping tax areas to provide, in a clear and concise manner, comprehensive advice on tax issues and ownership succession to closely held businesses.
Jeffry Bernstein is one of the most well-known and preeminent tax attorneys in California. Jeffry brings extensive experience and close personal attention to the representation of businesses, individuals and families in highly sophisticated income, estate, and property tax matters, both as an advisor and as an advocate. He has successfully litigated and favorably settled significant income, estate tax, and tax issues before the IRS and the California Franchise Tax Board, as well as real property tax assessment appeals.
Jeffry’s practice emphasizes structuring and planning for limited liability companies and partnerships involved in complex real estate acquisitions and commercial and residential development projects to maximize the tax and economic benefits to investors. He also advises Subchapter S and Subchapter C corporations on tax issues involving structuring corporate acquisitions and mergers in a tax efficient manner.
Because of his extensive experience and broad background in partnership, corporate, trusts and estate and wealth transfer matters, he has a unique ability to integrate the different aspects of tax planning involving overlapping tax areas to provide, in a clear and concise manner, comprehensive advice on tax issues and ownership succession to closely held businesses.
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