Attorney at Law
- 501(c) or 501(c)3 Compliance
- Non-Profit Formation
- Non-Profit Fundraising
- Other Non-Profit Matter
- Tax Planning
"I finally plowed through the documents. WOW, you are amazing! My eyes cross over all the detail required! I have learned a lot of new words too"
"Michael brings quite a bit of experience and expertise to the table and will be an asset in our planning. He has been instrumental in guiding [our organization] on our bylaws, committee structures, etc. and most recently drafted the resolution for the board restricted account"
Wexler Law Group, Inc.
Apr 2008 - Present
Nonprofits: Obtain IRS tax exemption for public charities and a church. Advise re acquisitions of educational organizations. Advise re asset transfer from for-profit corporation to new nonprofit without triggering corporate income tax.
Estate planning: Prepare custom trusts, wills, deeds. Planning for taxable estates. Amend family limited partnership. Form closely-held business entities.
Cowley & Chidester LLP
Senior Counsel - Private Wealth Services
Aug 2000 - Mar 2008
Sophisticated estate planning and income tax planning for high-net-worth individuals,
including charitable planning, closely-held businesses. and executive compensation plans,
Form and advise tax-exempt public charities and private foundations. Convert trade schools to nonprofit status. Revise executive compensation plans to comply with IRC sections 409A and 457(f).
Branton & Wilson
Jun 1997 - Jun 2000
Tax and transactional practice. Formed closely-held business entities; implemented
merger of three Subchapter S corporations. Analyzed taxation of intrafamily sale of depreciated assets. Prepare documents implementing estate planning gifts and transactions. Obtained recognition of tax exemption for public charity.
Bank of America
VP and Senior Tax Counsel
Jul 1990 - Jun 1997
State and federal income tax practice in corporate tax department. Planning to minimize state income tax in multiple states. Advised re mergers and liquidations of numerous subsidiaries after acquisitions of Security Pacific National Bank. Served on cross-departmental team advising senior executives on interstate banking. Participated in lobbying activities of California Bankers Association.