We advise companies and individuals on how best to structure and organize their businesses and organizations to achieve their financial goals and business purposes.
Practice Areas
Taxation
Corporate Taxation
Estate and Gift Tax
Individual Tax, Trust and Estate Planning
Tax Planning
Cross Border Tax Issues
Offshore Trade
Inbound and Outbound Financing and Investments
Business Planning and Formation (Domestic and International)
Corporate
Mergers and Acquisition
Deal Structuring
Corporate Restructuring
Business Formation
Asset Transfers
Contracts
Joint Ventures
Acquisition of U.S. Real Estate by Non-Resident Aliens
Disposition of U.S. Real Estate by Non-Resident Aliens
Inbound, Outbound and Offshore Transactions and Business Planning
After practicing for ten years throughout Europe, Asia and Africa, Albert returned to California in 1970. In addition to an extensive tax and business law practice, he was an Adjunct Law Professor at Southwestern University School of Law and at Whittier Law School, and a Lecturer at the law schools of the USC, Loyola, UC Davis and UCLA. He has authored more than 50 articles and five books and has served on many different Committees.
Representative Matters
Advise clients on structuring business investments, domestic and international, to utilize efficiently prevailing tax laws and treaties in order to minimize US and foreign taxation.
Represent clients who are audited by the Internal Revenue Services.
Advise clients on income and estate planning issues, especially non-resident aliens whose US situs assets and investments may be subject to US estate and gift taxation.
Advise clients on tax implications resulting from restitution of assets from various foreign governments.
Advise US trusts on distribution of assets and income to foreign beneficiaries in a tax efficient manner.
Advise clients on dispute prevention and mediation or arbitration if a dispute ensues.
Advise clients on structuring inbound and outbound business investments to ensure effective financial outcomes and utilization of available tax benefits.
Professional Associations and Memberships
American Bar Association – former Assistant Editor-in-Chief, The International Lawyer
State Bar of California – International Law and Tax Sections’ Executive Committees
Los Angeles County Bar Association – Past Chair, International Law and Tax Sections
Beverly Hills Bar Association – Executive Committee, Taxation Section
Awards and Accolades
Recipient: Warren Christopher Award as International Lawyer of the Year 2013
Best Lawyers' in America 2006-2015 (Taxation and/or International Trade and Finance Law)
Southern California Super Lawyers, 2006-2015 (Taxation and International Trade and Finance Law)
Recipient: Dana Latham Award for lifetime achievement and commitment to the tax bar, (highest honor bestowed by the Taxation Section, Los Angeles County Bar Association, 2000)
Admission
Michigan (1970)
California (1958)
Colorado (1957)
Education
University of Geneva – D. es Sc. Po. (Jur.Candidat), International Law, Economics & Diplomatic History - (exam approfondi) - 1968
University of Michigan – LL.M., International Law; Taxation - 1964
University of Denver – LL.B. - 1956
University of Southern California – B.S., Public Administration - 1954
Languages
English, French, German, Italian
TIFFANY HEAH
tiffany@golbertlaw.com
Prior to joining the firm, Tiffany has been working as an attorney in Malaysia for 8 years in corporate and commercial areas. She has been involved in corporate advisory work and a variety of transactions ranging from mergers and acquisitions, establishing exchange traded and private equity funds, and acquisitions of real property. Since joining the firm, her focus has shifted to taxation of trusts and estates, and investment and estate planning. Her prior and current experiences have enabled her to conceive and develop tax programs and structures which are as commercially viable as they are efficient.
Representative Matters
Advise clients on various business transactions ranging from the acquisition of a winery business in Washington State, to investment in a beverage business in California.
Advise clients on creation of entities and structures through which to own and manage investment portfolios and assets in the US and abroad.
Advise clients on their personal estate planning from creating living trusts and pour-over wills to transferring of real and personal assets into the trust while avoiding basis change.
Advise clients on tax implications of sundry transactions including inbound or outbound investments, as well as unforeseen events such as restitution of foreign seized assets or the accidental discovery that a nonresident alien had become a tax resident of the US.
Assist clients in becoming tax compliant following inadvertent failure to file prescribed forms for notice of foreign bank accounts or business assets, or receipt of a foreign gift or inheritance, by preparing Offshore Voluntary Disclosure Program applications.
Assist clients in forming non-profit entities and in obtaining tax exempt status from both Federal and State fiscal authorities.
Professional Associations and Memberships
American Bar Association
State Bar of California – International Tax Section
Beverly Hills Bar Association – Executive Committee, Taxation Section
Admission
California (2013)
Malaysia (2004)
Education
University of Southern California (LL.M.) (2012)
King’s College London, United Kingdom (LL.B.) (2002)
