Tax Planning and Representation

Allen & Kimbell’s attorneys have the knowledge and experience to advise clients on the most sophisticated tax strategies and to protect their rights before the IRS and California Franchise Tax Board.  Our attorneys are some of the most respected in the community, and Allen & Kimbell has two California State Bar certified specialists in taxation law.


Our tax practice includes advising clients on income taxes (including fiduciary income taxes); estate, gift, and generation-skipping transfer taxes; and California real property taxes.


At Allen & Kimbell, we take the time to understand our client’s needs and work with them to achieve their goals.  Our clients benefit from sophisticated estate planning strategies to minimize taxes and preserve family wealth, as well as the thoughtful structuring of business and real estate transactions to be most tax-efficient.


Our attorneys represent our clients in controversies before IRS, California Franchise Tax Board, and local County Assessors.  We have experience handling cases as diverse as estate and gift tax audits, foreign bank account reporting and disclosure, IRC Section 1031 tax-free real estate exchanges, California residency issues, and real property tax reassessment avoidance.


We take advantage of our excellent working relationships with most all of the local accounting firms and financial advisors to provide efficient and coordinated advice, tailored to each unique family and situation.

Tax Planning Attorneys:

Practice Areas

In order to offer our clients quality representation at the highest level of proficiency, Allen & Kimbell’s team practices in areas of law that are complimentary and interrelated.  Our various departments work in concert to ensure that the complex matters we handle are creatively analyzed from different perspectives and by specialists with an array of legal knowledge.

Let’s Get Started