Robert L. Sommers
5.0
International and domestic tax attorney with over 48 years of experience advising U.S. and foreign individuals and small companies on tax, business, and estate planning matters.
About
Robert L. Sommers, a seasoned tax attorney with over 48 years of practice, specializes in international and domestic tax law, offering comprehensive tax, business, and estate planning services to U.S. and foreign individuals and small companies.
Certified as a Tax Specialist by the California Board of Legal Specialization, he has represented numerous clients since 1976, addressing complex tax controversies, audits, appeals, and litigation. His expertise extends to foreign income and estate tax issues, employee stock options, asset protection, and trust administration, making him a trusted advisor for intricate tax matters and asset preservation strategies.
Services
Federal and California Income, Estate, and Gift Tax Controversies
Handling audits, appeals, litigation, and collections related to federal and California income, estate, and gift taxes.
Foreign Income, Gift, and Estate Tax Issues
Advising on tax implications for foreign taxpayers investing in the U.S. and U.S. taxpayers investing abroad.
Employee Stock Options and Alternative Minimum Tax Planning
Providing advice on ESOPs and AMT planning for employers and employees.
Asset Protection and Wealth Preservation Planning
Legal strategies to protect assets and preserve wealth through trusts and other mechanisms.
Real Property Exchanges and Transactions
Guidance on tax-free exchanges, purchases, and sales of real property.
Business Formation, Operation, and Dissolution
Legal formation, operation, and dissolution of corporations, partnerships, trusts, and LLCs.
Credentials & Certifications
Reviews
