Walt is a partner in the firm’s taxation and business groups. His practice focuses on corporate and business transactions, with an emphasis on associated federal income tax matters. Highly experienced, Walt is esteemed by clients and colleagues for his deep insight, trusted counsel, and enduring relationships.
Business and Tax Counsel
Walt guides clients in a broad range of transactional matters. His practice emphasizes sales and acquisitions, including mergers and other tax free reorganization transactions involving closely-held companies doing business in California and throughout the United States. The mergers and acquisitions Walt handles are often the result of succession planning for family-owned businesses, another focus of his practice.
Expert Consultant and Witness
In recent years, Walt has devoted significant time to expert consultant and witness work in complex income tax and federal estate and gift tax cases. A member of the firm since 1978, he is a former member of the Tax Law Advisory Commission of the California Board of Legal Specialization. Walt has authored or co-authored numerous publications dealing with income tax matters, and he lectures frequently before trade and professional organizations.