Top best Tax Lawyers in Scottsdale | 56 available

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.

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.

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 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.

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 .

Experienced Tax attorney serving clients in Scottsdale and surrounding areas.