Bruce Givner – Givner & Kaye, A Professional Corporation

12100 Wilshire Blvd. Suite 445
Greater Los Angeles Area, California 90025, United States

  • (310) 207-8008

Tapping the Family Lawyer to be Trustee

When Mom and Dad meet with their lawyer to begin to draft an estate plan, one of the most important questions is: who will be the trustee upon the surviving parent’s death? Or upon the death of one and the incompetence of the…more
| Wills, Trusts, & Estate Planning

From Russia With Money

On May 6, 2012, the French elected Socialist François Hollande as President. One campaign goal was a 75% tax rate on those earning more than €1,000,000 ($1,300,000) per year, a marked increase from the previous rate of 48%. …more
| Taxation

Taxpayer Responds to IRS 2,545 Days Late - Wins

You filed your personal tax return – IRS Form 1040 (and the California Form 540) - on time on April 15, 2013. Or perhaps you filed an extension and will not file your returns until October 15, 2013. In either case you…more
| Taxation

Another View of the IRS Scandal

Speaking about the Internal Revenue Service’s alleged targeting of conservative political groups, House Speaker John Boehner said “My question isn’t about who’s going to resign. My question is who is going to jail?” Wall…more
| Taxation

Looking ahead to 2014

Taxpayers have now filed their personal income tax returns, or extensions to file their returns by the October 15, 2013 extended due date. With that pain in mind, it is time to begin the planning to impact the Federal and state…more
| Taxation, Wills, Trusts, & Estate Planning

Why aren't more lawyer's covered by pension plans?

The maximum federal income tax bracket is now 39.6%. For lawyers prudent enough to have accumulated investment real property or other sources of passive income, either through their own efforts or through picking the right…more
| Taxation, Wills, Trusts, & Estate Planning

Understand the economics of a Franchise Tax Board audit

The Franchise Tax Board (“FTB”) is headed by a very impressive executive: Selvi Stanislaus. Polite, courteous, professional, and with a photographic memory that helps in overseeing the more than six thousand employees of the…more
| Taxation, Wills, Trusts, & Estate Planning

Estate Tax Magic: Private Annuities

Families are trying to take advantage of the $5,120,000 gift tax exclusion before it is reduced on January 1, 2013, to $1,000,000. On that same date the estate and gift tax rate will increase from 35% to 55%. Will the tax laws…more
| Taxation, Wills, Trusts, & Estate Planning

US Tax Court Hears Cases on Professional Reliance in Tax Preparation

The most common penalty facing an individual taxpayer is the “substantial understatement” penalty. It is imposed for any taxable year if the understatement exceeds the greater of (i) 10% of the tax or (ii) $5,000. The penalty…more
| Taxation

Tax Law: Is Substance Abuse an Excuse for Willful Tax Violations?

"What is the relationship of substance abuse to the tax laws? Tax crimes, of course, have a willfulness requirement. Also, some civil tax penalties have a willfulness requirement. Finally, taxpayers sometimes try…more
| Taxation

Life Insurance: The Powerful and Despised Tax Shelter

"There is a financial product that is seldom discussed as a tax shelter. However, it also has three of the five features, and one that it lacks seems irrelevant. Unfortunately, this product is despised. Therefore, we try not to…more
| Wills, Trusts, & Estate Planning

Your IRS Income Tax Audit: Know When to Say "No"

"Very few people enjoy getting a notice of an Internal Revenue Service audit. IRS Form 4564 – Information Document Request – labeled “Request Number 0001” – may be the first of several requests that will require you and your…more
| Taxation

IRS: Trustees and Donees Personally Liable for Estate and Gift Taxes

"Normally, when the parent dies and leaves an estate to children, the estate tax, if any is imposed, is paid out of the parent’s estate. If the parent’s assets are in a “family” (revocable) trust, it is the duty of the trustee…more
| Taxation, Wills, Trusts, & Estate Planning

Estate Tax March Madness: Taxpayers 3, IRS 0

Very few taxpayers prevail in the U.S. Tax Court. Why? First, because the Internal Revenue Service (“IRS”) usually settles with taxpayers who have attractive facts. Second, because perhaps as many as 90% of all taxpayers…more
| Taxation, Wills, Trusts, & Estate Planning

The Completed Gift Asset Protection Trust

In many cases, asset protection and tax planning initiatives are introduced by the Financial Planner. Understanding these concepts will help Financial Planners deliver more value to their clients. Often setting up and funding…more
| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning
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Areas of Practice
  • Business Organizations
  • Commercial Law & Contracts
  • Taxation
  • Wills, Trusts, & Estate Planning
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