Tax & Estate Planning

The Firm’s tax practice is integrally involved in supporting and developing the Firm’s business and transactional practice. The Firm engages in tax planning in connection with:

  • mergers, acquisitions and buyouts;
  • restructurings and financings;
  • executive compensation;
  • partnership and limited liability company taxation;
  • corporate taxation;
  • taxation of real estate investments (including REITs);
  • licensing;
  • international matters (both inbound and outbound), representing both domestic and foreign companies and individuals.

The Firm handles disputes with the Internal Revenue Service and with the taxing agencies of California and other states, both for companies and for individuals, on a wide variety of issues. The Firm also provides estate and tax planning advice and drafting of trusts and wills.

Practice Group Chair

Michael Shaff

Michael Shaff

Chair of the Tax & Estate Planning Practice

estate planningfederal income taxationtax and estate planning
Michael Shaff joined the firm In 2011 as of counsel. He Is chairperson of the tax practice group.

Tax & Estate Planning News & Announcements

SA&M Attorneys Published in The National Law Review
Stubbs Alderton & Markiles attorneys Garett Hill and Kelly Siobhan Laffey have been featured in the National Law Review with their article “New Stimulus Expands...
SA&M Attorney Michael Shaff Co-Authors “Real Estate Investment Trusts Handbook”, 2020-2021 Ed.
Stubbs Alderton & Markiles’ attorney Michael Shaff co-authored the “Real Estate Investment Trusts Handbook, 2020-2021 ed.” This handbook will guide your Real Estate Investment Trusts (REIT) clients...
“Tax Proposal Comparison September 2020” - Michael Shaff, Chair, Tax Practice
“Tax Proposal Comparison September 2020” – Michael Shaff, Chair, Tax Practice With the election approaching, it may be of interest to compare the tax proposals of President...
Considering a New 409A Valuation in Light of COVID-19
As COVID-19 continues to curtail economic activity, private companies granting equity-based incentive awards should consider whether the pandemic’s impact on their business warrants a new...
California and Federal Tax Update - Filing and Payment Extensions
The IRS and the California Franchise Tax Board have issued guidance allowing an extension of time to pay income taxes ​and file returns. CALIFORNIA:  The California...
SA&M Client Growers Cold Storage Celebrates a Victory
Stubbs Alderton & Markiles client, Growers Cold Storage celebrated a victory recently, when the LA County Assessor determined to reverse the reappraisal of their property. The Los...
Michael Shaff Published in Daily Journal
Stubbs Alderton & Markiles’ attorney Michael Shaff was published in the Daily Journal for his MCLE article entitled “Who Wants (Tax-Free) $10 Million?” Michael discusses...
Taxation of Deferred Compensation - An Overview of Section 409A
   1.   General Rule.    Section 409A calls for the annual taxation of a nonqualified deferred compensation plan that violates the provision of Section 409A. (IRC...
Individual Tax Reform Act Changes : Michael Shaff
In addition to a number of business tax changes, the Tax Cuts and Jobs Act of 2017 (the “Tax Act”) added a number of important...
Michael Shaff
Key Business Tax Changes : Michael Shaff
This blog article provides a very brief summary of the business tax changes in the new federal tax legislation, the Tax Cuts and Jobs Act of 2017, H.R. 1.
Michael Shaff
Is a Pension Plan the Right Potential Investor For Your Company?
There are more than $25 trillion dollars in U.S. pension plan assets as of December 31, 2016.[1]  To a company (for purposes of this article...
Michael Shaff