LAW OFFICE OF GLENN J. COX

Revocable Living Trusts, Estate Planning Law, and Tax Controversies

TAX CONTROVERSIES


  • Unfiled Returns
  • Installment Agreements
  • Offer in Compromise
  • Audit Reconsideration
  • Innocent Spouse Relief
  • Collection Due Process Hearing
  • Levies and Liens
  • Hardship Relief
  • Tax Court
  • Audits


ESTATE PLANNING


  • Revocable Living Trust to Preserve Income Tax Basis Adjustment
  • Wills
  • ​Aggregate Theory Agreements
  • Advance Health Care Directive
  • Power of Attorney for Financial Affairs
  • Trust Modifications
  • Probate and Trust Administration
  • ​Portability Election Regarding DSUE


CORPORATE FORMATION


  • ​Articles of Incorporation
  • ​Bylaws
  • ​Initial Action of Incorporator
  • Buy-Sell Agreement
  • ​Limited Offering  Exemption under 25102(f)
  • S-Corporation Election
  • Shareholder Representation Letter
  • ​Stock Issuance
  • ​First Meeting of the Board of Directors
  • Corporate Minute Book
  • Secretary of State Information Statement
  • IRS Application for Employer Identification Number