David E. Foate distinguished as board-certified tax specialist

August 29, 2019

David E. Foate has been certified as a tax law specialist by the State Bar of California Board of Legal Specialization. 

As a board-certified tax specialist, David is one of 350 attorneys licensed in California (less than 0.002% of California’s 200,000 attorneys) that have met the Board’s rigorous criteria to hold themselves out as tax specialists.  Certified specialists must demonstrate to the Board a high level of experience, pass a full-day written examination, be favorably evaluated by other attorneys or judges familiar with their work and fulfill ongoing education requirements.

David represents business owners and their families throughout the United States on a variety of tax issues relating to business planning, mergers & acquisitions, employee benefits, state and federal tax audits, and complex trust & estate matters.