Jason L. Galaif

He | Him | His

Associate

Costa Mesa
T +1.714.966.8832
F +1.714.754.6611

Overview

Jason Galaif concentrates his practice on Private Wealth Planning, relying on both his legal background and experience as a CPA to guide his individual and corporate clients in all aspects of corporate sales, acquisitions and reorganizations. Jason’s thorough research and preparation enables him to offer advice on restructuring, tax implications, fiduciary responsibilities, trust administration and succession documentation.

Jason tailors his approach according to each client’s specific issues and desired results to help meet their strategic needs and goals.

Select Experience

  • Responsible for leading and advising on a complex tax reorganization and $200 million company sale.
  • Researched and advised clients on tax planning for business sales, corporate transactions, acquisitions and reorganizations.
  • Consulted corporate clients regarding separate entity structures and respective tax implications.
More »

Experience

  • Led complex tax reorganization and counseled on a related $200 million company sale.
  • Advised clients on tax planning for business sales, corporate transactions, acquisitions and reorganizations.
  • Consulted corporate clients regarding separate entity structures and respective tax implications.
  • Prepared corporate documents, including operating and shareholder agreements and bylaws, as well as documentation regarding property tax and ownership rules, and succession documents including trusts, wills, power of attorney and health care directives.
  • Analyzed and prepared documentation for complex taxable estates and assisted with various intricate trust administrations.
  • Assisted with litigation matters concerning corporate restructuring and fiduciary responsibility issues.
  • Successfully persuaded IRS counsel to accept a taxpayer’s claimed theft loss, totaling over $1 million.
  • Efficiently guided clients through voluntary disclosures of their foreign bank accounts and advised on complex issues.
  • Successfully represented clients in matters with the IRS, FTB, EDD and SBOE.

Recognitions and Memberships

Memberships

  • California Bar Association
  • California Society of Certified Public Accountants (CalCPA)
  • American Academy of Attorney-CPAs (AAA-CPA)

Pro Bono

  • Prepared an amicus brief to the U.S. Supreme Court on behalf of American Academy of Attorney-CPAs.

Prior Positions

  • University of San Diego Federal Income Tax Legal Clinic: Legal Intern (2014)

Admissions

  • California

Education

  • LL.M., University of San Diego School of Law, 2015
  • J.D., University of San Diego School of Law, 2015
  • B.S.B.A., University of Arizona, Eller College of Management, 2010