Top best Tax Lawyers in Scottsdale | 111 available

Whitney practices law in the areas of federal taxation, sophisticated estate planning, probate and trust administration, IRS tax disputes, business formations and transactions.. Whitney received his bachelors degree in Bank Financial Management in 1987 from Arizona State University; his MBA (summa cum laude) in 1995 from the University of Phoenix; and graduated from the Arizona State University College of Law in 1998. He has been a certified public account (CPA) in Arizona since 1993. He is admitted to practice in all Arizona State Courts, the Federal District Court, District of Arizona, and the US Tax Court.. During law school, Whitney served as the Articles Editor for the ASU Law Journal, clerked for the Office of the Attorney General, Tax Section, and worked as a City Prosecutor through the ASU Law Clinic Program. Whitney is a national lecturer to CPAs and attorneys on effective multi-generational IRA planning, sophisticated designs for estate planning, income tax planning, business formations and asset protection issues. He has authored ten published articles in the Journal of Arizona Taxation for which he was named a life member to the National Registry of Who’s Who.. Prior to law school, Mr. Sorrell worked five years as a Revenue Agent for the United States Treasury, Department of Internal Revenue (IRS). While at the IRS, he received special training as an expert witness, and for conducting fraud and employment tax audits. He received IRS outstanding performance awards, and in 1995 taught negotiating skills, interviewing and forensic audit courses to other Revenue Agents.

Trevor S. Whiting is a founding attorney, along with Matt Dana, of DANA WHITING LAW. He works with families and business owners in facilitating the transfer of wealth to his clients' heirs in the most efficient manner, minimizing the tax burden to the family along the way. Whether assets are to be transferred to a spouse, children, key employees, charities, or others, whether during life or at death, he develops the necessary strategies to make sure that his clients' objectives are accomplished utilizing the necessary trusts and business entities and cutting-edge estate planning techniques. Trevor is a true "tax nerd," a nickname he wears with honor. His strong background in tax law is beneficial in addressing the tax issues that arise while creating an estate plan, administering an estate, and planning the succession of a family-owned business. Trevor successfully handles the estate and income tax issues related to dealing with out-of-state fiduciaries or trusts and estates owning property in multiple jurisdictions. Trevor has spent his legal career working with individual clients with regards to their estate and business planning needs. Prior to the founding of DANA WHITING LAW, Trevor spent three years in the estate planning group in the Phoenix office of a national law firm. Before that, he was a partner in the Dana Law Firm, which was established by Matt Dana in 1989. A native Arizonan, Trevor attended law school at Seton Hall University School of Law in New Jersey. Following graduation, he worked in the New York City office of Deloitte Tax LLP, where he assisted corporate and partnership clients with complex tax transactions and multistate income tax compliance issues. Trevor was born and raised in the White Mountains in Eastern Arizona. Growing up in the small, rural community of Eagar/Springerville, he learned to love spending time in the outdoors. Trevor and his wife, Anaclea, have five daughters, so Trevor has spent his time as a father trying to convince his girls to love football, wakeboarding, camping, the ASU Sun Devils, and Arizona Cardinals as much as he does. He must be a doing a pretty good job because his daughters try their best to make him proud and be daddy's girls. Or, maybe it it's because Anaclea is the best wife and pushes the girls to try to make their dad happy.

Sonia is a Pittsburgh native. Sonia’s practice focuses, business, tax and estate planning, as well as commercial secured and unsecured lending, and state and federal taxation. Sonia also assists clients with complex business transactions, entity formation, mergers and acquisitions, employment and operating agreements.Sonia’s full service estate planning practice includes the preparation of revocable and irrevocable wills and trusts, durable powers of attorney, health care powers of attorney and living wills, life insurance trusts, charitable trusts, succession plans for closely held businesses, family limited partnerships and minor’s trusts. Sonia also specializes in complex secured and mezzanine financing transactions and associated business formation and planning.Sonia has extensive experience organizing and structuring joint venture relationships around real estate and real estate financing transactions, including transactions involving limited liability companies, corporations and partnerships, and the preparation of operating agreements, partnership agreements, shareholder agreements for large and small business – from start-ups to established institutional clients and publicly traded entities.Sonia’s annual transaction volume regularly exceeds $250,000,000 a year, and her experience includes highly complex real estate and business acquisitions, asset-based and unsecured financing and debt restructuring.Sonia is a Partner at Shein Phanse Adkins, P.C., and earned a Bachelor of Arts degree in Broadcast Journalism from the University of Southern California in 2000. She graduated from Golden Gate University School of Law in 2004 and earned her LL.M. in taxation from Golden Gate University in 2005. Sonia has an AV Rating® from Martindale- Hubbell and has been recognized as a Rising Star in the area of taxation by Southwest Super Lawyers.®

My tax law career started in 2005 as a trial attorney with the IRS in Las Vegas, Nevada.  Ultimately, my IRS career took me to Phoenix, Arizona.  In 2012 I left the IRS and entered private practice.  During my post-IRS career, I rose to the practice group manager for tax litigation at an AmLaw 200 law firm.  In 2019, I opened my own law firm with another former IRS attorney, David Jojola.. Over the years, my practice areas remainded consistent - tax litigation and controversy.  The biggest change?  Representing businesses, individuals, estates, and trusts rather than the IRS.  I handle numerous tax disputes, from pre-audit and audit to administrative appeals through litigation.

Mr. Martin practices in the business planning and transaction areas.  He has extensive legal experience across diverse industries and in a wide variety of business transaction areas.

Megan resides in Scottsdale, Arizona.  She is married and has two young children.

Learn more about this attorney at . Grant M. Boland, J.D., LL.M. focuses his practice in all areas of trust and estate planning. Skilled in drafting, procedure, and the execution of simple and sophisticated estate planning instruments, Mr. Boland's practice consists of guiding families and loved ones through the estate planning process. More specifically, Mr. Boland focuses on assisting clients navigate estate, gift and generation skipping taxes through comprehensive tax planning.. Complimenting his estate planning practice, Mr. Boland has experience working with family owned businesses and professional practices. Moreover, Mr. Boland enjoys advising closely held companies and integrating the businesses with the estate planning structures as well as creating business succession strategies.. In addition to Mr. Boland's business and finance background, Mr. Boland has a post-doctoral LL.M. (Masters of Laws) in Estate Planning and Elder Law from Western New England University's School of Law. While attending his LL.M. program, Mr. Boland was the top student in 10 out of the 11 segments.. Today, Mr. Boland is a proud partner at the private client law firm of Boland Law Group, PLLC in their Scottsdale offices.. In his spare time, Mr. Boland enjoys hiking, exercising, volunteering and spending time with his friends and family. Mr. Boland is an active participant in the legal community and serves as a volunteer estate planning attorney to Police, Fire, Emergency Responders and Veterans at the Wills for Heroes clinics and the Disabled Veterans clinics.

Kelley L. Cathie focuses her practice on estate and business planning; estate and probate administration; and corporate and real estate transactions. Kelley has prepared and administered a wide variety of estate plans and prides herself on providing a personalized approach to meet the diverse circumstances of her clients. Kelley’s corporate and real estate experience complement her estate planning practice and allow her to provide full service legal representation to her clients’ business and estate planning needs

JOHN R. BECKER is a partner in the firm. John’s practice is a general practice within the estate planning and estate administration area. This includes estate planning for clients of moderate means, to sophisticated estate planning for high net worth clients. His practice includes all aspects of estate planning and trust administration, including post-death tax planning. In addition, John represents buyers and sellers in art transactions.. John often speaks at programs for professionals and has been an Adjunct Professor of Law at the Arizona State University College of Law since 1993. He has been published in several legal and tax journals.. John received a B.A. degree from University of Nebraska – Lincoln in 1980. He received his Doctor of Jurisprudence (J.D.) degree, Magna Cum Laude, in 1987 from Arizona State University College of Law, where he was elected to the Order of the Coif. John received his LL.M. in Taxation from New York University School of Law in 1988, while working as a Graduate Editor of the Tax Law Review. He earned his C.P.A. from the State of Nebraska in 1980 (Silver Certificate Award). John is a Certified Tax Law Specialist and a Certified Estate and Trust Law Specialist with the State Bar of Arizona.. John is a Fellow of the American College of Trust and Estate Counsel; a Member of Arizona State Bar Association; former Director and President (2006-2007) of the Central Arizona Estate Planning Council; and is listed in the Best Lawyers of America, Trusts & Estates, and Super Lawyers.. As an avid supporter of the arts, John enjoys collecting books (all interests, including artist monographs and architecture), paintings and antiques. John is also a loyal Nebraska football enthusiast, and the proud owner of three beloved Norwich terriers Becket, Kensington, and Mick.  (“Winston” November 1999 – November 2015; “Thatcher” November 2000 – January 2017.)

Ilene L. McCauley is a full time attorney with 40 years experience in estate, business and tax planning. She has been a member of the State Bar of Arizona since 1982 and has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She is a member of Wealth Counsel.. In her words, "I am a full time attorney and mother of a lovely 24 year old daughter. My husband passed away 17 years ago and I have seen first hand the importance of planning ahead.". Perhaps this explains that, along with her exemplary educational background and expertise, her clients receive something equally important; her warmth, enthusiasm and empathetic nature. This is evident in the fact that her clients are multi-generational and that she is regularly invited to the most important, intimate events in their lives. She is experienced in advising how to provide for children with special needs in your trust. And, oh yes, even how to include your pets whether they are a valuable race horse, or your dog, Spot!. Ms. McCauley was editor and contributor to the publication Conspectus Current, produced by the National Network of Estate Planning Attorneys. She is a Fellow of the Esperti-Peterson Institute for Advanced Estate Planning and has completed her second post-doctoral degree in advanced Tax and Estate Planning. She has served an appointment to the Tax Advisory Commission of the State Bar of Arizona and has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University.. Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. Some of her topics include: "Tax Planning for Small Business"; "Bridge the Gap; Basic Legal Skills"; "New Tax Legislation"; "The Charitable Remainder Trust as an Executive Benefit Tool"; "Goals and the Consultative Process"; and "Converting Stock Options to Other Employee Benefits". In addition she is certified to offer continuing education credits for insurance professionals and certified financial planners.. Ms. McCauley earned her BA from Binghampton University, her JD from Hofstra University School of Law, and her LLM (Master of Laws in Taxation) from DePaul University School of Law. She was named Arizona’s Outstanding Young Lawyer in 1991.

I was a Legal Assistant for 13 years before starting law school, working in the area of estate planning, probate, guardianship/conservatorship, and tax.. Prior to law school I worked as a corporate acountant for a major computer software firm.. I have two grown children and four grandchildren.

I have a growing trusts and estates practice in Scottsdale, Arizona. I prepare wills, trusts and powers of attorney, review and revise estate plans and provide advice regarding federal estate and gift tax laws. I also advise Personal Representatives and Trustees with regard to estate and trust administration.

I enjoy family time with my wife and two daughters.  I also enjoy playing golf, tennis, or basketball, and working out.

I always put my client's first.  I treat their case as though it was my own case.

Hi! I am a second-generation estate planning attorney with over two decades of experience, and I have seen how even the best intentions can have negative results. Without considering estate planning, family members can be left in confusion, turmoil, or worse, after a loved one passes.. That is why my focus is on creating comprehensive estate plans that fulfill the wishes of professionals, business owners, and retirees to enable a transition that protects the remaining beneficiaries.. My vision is simple and powerful: provide every client with an exceptional legal planning experience. With a decade spent in the courtroom as a trial attorney, I understand how to help clients and their families protect against predatory lawsuits and stay out of court.. I have been featured in the media as an estate planning authority, including ABC News, NBC News, FOX News and Bloomberg Law.. When not at the office, I enjoy spending time with my wife, seven children and grandchildren. I love the outdoors and am an avid wilderness backpacker - I have even backpacked to the bottom (and back out!) of the Grand Canyon 14 times.

Former IRS Attorney who assists individuals and businesses with local, state and federal tax audits, criminal investigations, IRS collections, innocent and injured spouse claims for relief, and civil and criminal tax litigation. Special expertise in defending IRS audits of captive insurance transactions.

For over 40 years, Mr. Boland has been advising high-net-worth individuals and families nationwide in all aspects of estate planning, including tax-advantaged transfers of assets, and multigenerational planning.. Robert W. Boland Jr. formed Boland Law Group, PLLC to better assist clients with their legal needs while advising them how to properly leverage those rights through strategic legal planning. Robert has since grown the firm to represent successful entrepreneurs, private investors, business executives, families and their family offices whose wealth is self-made or has been accumulated over many generations throughout the United States and other countries. Robert concentrates on counseling high-net-worth individuals and family groups in all facets of sophisticated wealth and estate planning and protection, estate, gift and generation-skipping transfer taxation, income taxation of estates and trusts, and succession planning for closely held and family businesses.. Today Robert has developed one of the most respected and known estate & tax planning practices in the region. In addition to Robert’s vast experience, he has a business degree, a Juris Doctor and a post-doctoral degree (LL.M.) in Tax. Robert has been listed in the Who’s Who in American Law, first edition, as well as Best Lawyers in the United States (Expert Witnesses) and rated at the highest level with Martindale-Hubbell Peer Review.

Dennis Brookshire has over thirty years of legal experience representing business and entrepreneurial clients, financial institutions, and clients in the real estate and construction industry. His practice emphasizes business, real estate, construction, commercial law, creditor rights, tax and related litigation. He also represents clients before the Internal Revenue Service.  Dennis is also an Arizona licensed real estate salesperson.. Dennis is licensed in Arizona and Oregon and is a member of the Arizona and Oregon State Bar Associations, the American Bar Association and various local legal associations. Dennis is a member of the Real Estate and Business sections of the Arizona and Oregon Bar Associations. He is admitted to the Arizona and Oregon Supreme Courts, Federal District Courts of Arizona and Oregon, Federal Circuit Court of Appeals (9th Circuit), and United States Tax Court.. Mr. Brookshire graduated cum laude with a bachelor’s degree in political science and business administration, cum laude, from Oregon State University in 1979. He earned his Doctor of Jurisprudence from the University of Oregon School of Law in 1982. Mr. Brookshire has served on the Oregon State Bar’s Real Estate and Land Use Section executive committee and is past chair of the section’s Continuing Legal Education Committee.  He has also served on the Oregon State Bar Association’s Local Professional Responsibility Committee.. Mr. Brookshire is former general counsel for the Institute of Certified Business Counselors.  He has been a frequent speaker and instructor for Oregon and Arizona real estate professionals including their ethics courses.   Dennis has served on various boards and councils for financial institutions and community organizations, including being a former chairman of the board of one of Oregon’s largest credit unions.

David Shein is a Board Certified Real Estate Specialist and, as a founding member of Shein Phanse Adkins P.C. , David Shein brings more than 25 years of substantive legal and business experience to the representation of the firm’s clients. David focuses on the representation of established and emerging companies and financial institutions in all facets of real estate acquisition, development, financing and leasing, including asset based lending, development planning and entitlement, venture formation, due diligence, strategic business planning, capital acquisition and financing, complex contract negotiations and mergers and acquisitions.In the areas of real estate and commercial (asset based) financing, David represents both public and privately held companies and financial institutions in complex multi-state transactions throughout Arizona and the Southwest involving asset acquisition, development and specialized equity and non-equity financing formats, include securitized credit and related facilities, and traditional asset based lending. David also has extensive experience representing landlords, tenants and lenders in all aspects of commercial leasing. David represents developers and lenders in the acquisition, development, leasing, financing and/or sale of office buildings, shopping centers, multi-family projects, master planned communities, resort/golf properties, industrial properties, and single-family residential developments.In addition to representing clients in connection with core real estate, real estate development and related financing and M&A activities, David handles a wide range of real estate related matters including loan enforcement, foreclosure, secured (UCC Article 9) transactions, low income housing (Section 42) tax credit transactions and Section 1031 exchanges. David is also an experienced mediator and maintains an active and successful Alternative Dispute Resolution practice.David earned a Bachelor of Science degree in Business Administration (with distinction) from the University of Arizona in 1984, with a double major in accounting and corporate finance. He graduated from Arizona State University College of Law (cum laude) in 1987. David is a Real Estate Specialist, certified by the State Bar of Arizona – Board of Legal Specialization, holds the highest rating (AV) from the Martindale- Hubbell attorney rating service and has been consistently named as a top real estate lawyer by Best Lawyers®, Chambers USA® and Southwest Super Lawyers®. David is also a Judge Pro Tem of the Maricopa County Superior Court and a Member of the State Bar of Arizona Board of Legal Specialization.

All I do is resolve tax problems with the IRS and ADOR.  My expertise as a tax laywer with a Master's Degree in Tax Law and years working as a tax litigator for the government is to assist taxpayers resolve their tax problems with the IRS and Ariz Dept of Revenue and city tax agencies. I take referrals and can assist with practitioners who may be conflicted in representing multiple clients.  Call T. or contact me at or visit me at .