Tax, Real Estate, Corporate & Estate Planning
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Tax Lawyers in San Jose, CA

Whether your tax matter involves a real estate transaction or estate tax, the attorneys of Ferrari Ottoboni Caputo & Wunderling LLP can help you address these complex issues. Our tax planners offer quick, cost-effective solutions and can help you minimize your tax liability.

From matters of tax-free reorganization to IRS audits and appeals, we deliver custom-tailored counsel and advocacy. Our tax attorneys can ensure that your financial and legal interests are preserved and protected at every step. Contact us today to learn more about how our attorneys can help you.

Your Tax Planning Advisors

Our legal team is prepared for any legal issues and complications you may face. As we are well-versed in matters of corporate, estate planning, trust, and real estate law, our tax planning lawyers are able to deliver the holistic representation you need. We combine experienced counsel with cutting-edge tax planning strategies.

Our tax law services include and are not limited to:

  • Federal and state income tax planning
  • Estate, gift, and generation-skipping transfer tax
  • Real property tax issues
  • Tax controversy

Our Estate Tax Services

While California does not have an estate or death tax, there are many other taxes that can apply to your assets after you pass away. Additionally, if your estate plan involves transferring money to a beneficiary who is at least 37 1/2 years younger than yourself, that amount may be subject to a Generation-Skipping Transfer Tax.

It is important to work towards minimizing potential estate taxes. Our estate legal services extend to helping you with your estate and inheritance taxes. We can help you understand your options to mitigate such taxes, such as leaving assets to a charity or surviving spouse.

You may participate in gifting assets to people, such as your children. Under current gift tax law, you can gift up to $15,000 annually per person without reporting these transfers to the IRS. You may gift higher amounts in a tax year if you file a gift tax return. In this case, you will also use a portion of your total gift and estate tax exemption amount.

Our attorneys can assist you with all aspects of your gift taxes. We can provide the legal advice you need to accurately and effectively plan for your estate and gift taxes.

Property and Real Estate Tax Planning

California typically bases property taxes on the property's purchase price, increasing each year. This can cause the taxes on a property to skyrocket when ownership of that property changes and it is reassessed to its current market value.

If you own any real property in California, our attorneys can help you with planning for property taxes. We can assist you with understanding exemptions to property tax assessment and how to utilize tax planning strategies. We are also experienced with helping businesses with the unique issues involving property owned by business entities.

Our boutique firm is large enough to offer service of the highest caliber but with a personalized touch. We invite you to discover how our tax lawyers can be of service to you by calling us at (800) 761-0432 today.

Why Ferrari Ottoboni Caputo & Wunderling LLP?

  • Experience

    Our firm has over 50 years of legal experience.

  • Excellence

    We pride ourselves on providing a breadth and depth of legal insight for high net worth individuals and closely held companies.

  • Trusted Counsel

    Clients are able to utilize our knowledge and advice across multiple disciplines.

  • Strong Reputation

    Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.

  • Responsive & Accessible

    We provide exceptional, responsive counsel that has been trusted by our clientele for decades.

  • Multi-Service Practice

    We are a multi-discipline firm that is able to serve a wide range of legal matters.