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Buchalter

Stuart A. Simon

Stuart A. Simon

Of Counsel

Expertise

  • Tax, Benefits and Estate Planning
  • Litigation

WSG Practice Industries

Activity

Buchalter
California, U.S.A.

Profile

A certified tax specialist, Stuart Simon’s transactional tax expertise is key to the firm’s transactional tax credit practice which services lenders, community development entities, major national corporations, midsize companies, and wealthy individuals. In addition, Mr. Simon provides assistance to the Litigation Practice Group in its tax controversies practice and probate practice, and has represented taxpayers before the Internal Revenue Service, Franchise Tax Board, and the State Board of Equalization. He is also a certified specialist in Estate Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning matters. He has assisted in the formation of charitable organizations and their qualification for tax-exempt status, both for publicly supported and private foundations, and the on-going operations as tax-exempt organizations. Mr. Simon has also represented tax-exempt organizations before the Internal Revenue Service.

Mr. Simon was an executive committee member of the State Bar of California (Taxation Section), serving as Treasurer and Vice-Chair. He is past Chair of the Annual Income Tax Seminar at Whittier Law School and is an adjunct professor at Golden Gate University’s Los Angeles campus, where he teaches income tax and estate planning.

Mr. Simon has been selected by Super Lawyer Magazine as one of Southern California’s Super Lawyers in 2007, and 2010 to 2021.

Bar Admissions

  • California
  • U.S. Tax Court

Education

  • Loyola Law School
  • NYU School of Law
Areas of Practice

Litigation | Tax, Benefits and Estate Planning

Articles

  • Beware of Proposition 19 Property Tax Increases—Planning Opportunities Still Exist for a Brief Window
  • Buchalter Client Alert COVID-19: Opportunities in an Economy Shattered by Covid-19
  • Buchalter Client Alert COVID-19: Estate Planning
  • Tax Credits to Offset Congress’ Newly-Mandated Paid Leave
  • Tip Pooling Tax Implications—What Employers Need to Know


WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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