Tax

As much as I consider myself a legal generalist, I am also highly knowledgeable in several areas of law to be able to offer services at a level expected of an expert in his field. Upon graduation from Villanova’s Masters in Taxation program, I embarked on a career that afforded my clients the full spectrum of services from estate planning, including fiduciary taxation, to estate administration and probate. Having worked at accounting firms as well as law firms, I am highly regarded as an expert in my field providing my clients with a complete spectrum of the work I do for them from its inception to completion. In connection with my expertise in international matters having to do with tax and law, I also provide a complete array of services to the import and export business community in connection with their customs requirements and export controls. Having developed a passion for international trade, I embarked on an intensive self study and hands on learning of customs regulations and export controls.

For over 22 years, John A. Sterbick has been dedicated to providing thorough and experienced legal advice. Here at the Law Offices of John A. Sterbick, we specialize in a wide variety of practice areas including Internal Revenue Services (IRS) Tax Representation, Personal Injury, and Bankruptcy. With several expert attorneys and an exceptional support staff, the Law Offices of John A. Sterbick are dedicated to serving you and your unique legal needs. My Grandfather, Joseph B. Lee, was an accountant and my mentor. I learned a great deal about the IRS from him at an early age. Both my father and my sister were also attorneys in Tacoma, Washington. I studied Federal Tax Law at Seattle University School of Law in 1985. Upon graduation in 1988, I started my practice at Sterbick, Abel, & Sterbick. Through my tax practice, I learned that many tax debts can be discharged through Chapter 7 bankruptcy or paid through Chapter 13. I began practicing bankruptcy law in 2009. My firm has discharged literally millions of dollars of IRS debt for my clients. I am admitted to practice before the United States Tax Court, the United States District Court, and the Washington State Superior Court. I am a member of the Washington State Trial Lawyers Association and the Washington State Bar Association. I am married and blessed with my wonderful wife and children. When I'm not doing things with my family in my spare time, I enjoy ballroom dancing and the game of golf.

Cliff Capdevielle focuses his practice on income and estate tax planning, tax controversies, and trust and estate matters. As the leader of MOBO’s trusts, estates and tax practice, Cliff counsels high-net-worth US and international clients on a variety of tax and estate matters, individuals, families and businesses. His practice often requires him to advise clients on a variety of US-based and cross-border estate planning and wealth preservation matters with a focus on estate and gift tax minimization strategies, tax credits and incentives, and tax planning.

Henry’s office is located in Philadelphia. He was born and raised in Philadelphia, is licensed to practice law in Pennsylvania, and received his J.D. from Duquesne University School of Law in 1995. Henry was a law clerk for the Honorable Brenda J. Hollar in the Territorial Court of US Virgin Islands. He has also successfully organized, owned and operated several small businesses. Prior to starting his law firm, Henry spent five years working as a consumer advocate at Community Legal Services of Philadelphia — one of the oldest, most prestigious and effective providers of non-profit legal services in the country. While there, Henry spent countless hours saving consumers’ homes from Sherriff’s Sale by obtaining Loan Modifications and filing Chapter 13 bankruptcy. He frequently negotiated with lenders (in the Philadelphia Court of Common Pleas nationally recognized Residential Mortgage Foreclosure Diversion Program) to obtain Home Affordable Mortgage Program (HAMP) loan modifications. Henry was also a Contributing Writer to the following editions of the Urban Affairs Coalition Foreclosure Prevention Guide: Fall 2012 Edition, Section II, Home Affordable Modification Program (HAMP), pp. 23-25 · Winter/Spring 2012 Edition, Section II, HAMP, p. 25 · Fall 2013 Edition, Section II, HAMP, pp. 22-24; HAMP 2MP, pp. 25-26; HAMP UP, p. 27. The Guide is a resource for consumers to use as an outline to get a general understanding of the various HAMP loan modification programs. In addition, Henry was a Tax Research Analyst with H&R Block at their World Headquarters in Kansas City, MO. Henry worked on the Tax Change Analyst Team and with the “TIGERS” Group (Trusts, IRS Procedure, Gifts, Estates, Retirement, and State/local). Henry monitored six states for tax regulatory changes in Arizona, Hawaii, Indiana, Oklahoma, Pennsylvania, and West Virginia. He also provided H&R Block Franchisees, located across the nation, with tax research support for questions relating to Trusts, IRS Procedure, Gifts, Estates, Retirement, and State/local issues. Henry is a member of the American Bar Association, and the Philadelphia Bar Association. He served as a volunteer for Philadelphia VIP and the Low Income Tax Clinic at the Delaware Community Reinvestment Action Council. Henry is admitted to practice before all Pennsylvania State Courts, the United States District and Bankruptcy Courts for the Eastern District of Pennsylvania, as well as the United States Tax Court in Washington, D.C.

Mr. Bartholomew, a native of Elk Grove, California, received his Bachelor of Arts degree in Political Science at the University of California, Davis, in 1968 and his Juris Doctor in 1971 from the same institution. Formerly a partner for 15 years with the law firm of Desmond, Miller, Desmond & Bartholomew, he co-founded the firm of Bartholomew & Wasznicky in 1989. He is a retired captain in the United States Army Reserve and is a licensed real estate broker. In addition to membership in the California Bar, he is admitted to practice before the United States Supreme Court, the United States Tax Court, and the United States Court of Claims. Mr. Bartholomew is a Fellow of the American Academy of Matrimonial Lawyers, as well as the International Academy of Matrimonial Lawyers, and is certified by the State Bar of California as a Family Law Specialist.

Daniel J. Cooper is a California attorney and has been the sole shareholder of Daniel J. Cooper, a professional corporation, since 1980. Mr. Cooper’s practice emphasizes estate planning, trust administration, probate, Trust & Will controversies, and the representation of clients before the U.S. Tax Court, State Board of Equalization, Internal Revenue Service, and the California Franchise Tax Board in connection with federal, state and administrative tax disputes. He is an active member of the Orange County Bar Association and the State Bar of California and is currently Chairman of the Trust & Estate Section of the Orange County Bar Association. He is authorized by the Trust & Estate Section of the State Bar of California to make presentations on the subject of Elder Financial Abuse. Mr. Cooper is active in community affairs and has been a Parks & Recreation Commissioner for the City of Laguna Hills for more than 10 years. He is also active in with the Boys Scouts of America and is currently committee chairman of Troop 729 in Laguna Hills, California. All three of his sons are Eagle Scouts. Prior to entering the legal profession, Mr. Cooper was an income tax auditor for the Franchise Tax Board and a manager in the tax department of Arthur Young & Co., Certified Public Accountants. Mr. Cooper has lectured extensively on real estate taxes, state and local taxes, and federal income taxes at the graduate school level at the University of Southern California, the University of California at Irvine and Golden Gate University. Additionally, Mr. Cooper has participated as an instructor in the continuing professional education program for the California Certified Public Accountants Education Foundation and has lectured for various professional groups. Mr. Cooper is admitted to practice law in the State of California, before the United States District Court (Southern & Central Districts), United States Tax Court and the United States Supreme Court. As an undergraduate, Mr. Cooper attended California State University at Los Angeles and graduated with a Bachelor of Science degree in Business Administration/Accounting. He received his Juris Doctorate from Western State University College of Law in Fullerton, California. During the Vietnam War, Mr. Cooper served as a military policeman in the United States Army and was stationed in Hawaii and Thailand. He was honorably discharged and attended college on the GI Bill.

Joel Silverman was born and raised in Las Vegas, Nevada. He moved to Missoula in 1992 and received his B.A. in Mathematics and B.S. in Forestry from the University of Montana in 1997. He received his law degree from Lewis and Clark College in 2003 and an LL.M. (master’s degree) in Taxation from the University of Washington in 2004. Joel’s business career began in high school, when he started his own fly tying company and taught fly tying and fly-fishing classes. His fly-fishing business continued through college and law school. During college, Joel took 10th place in a world fly-tying competition. He continued to use his business skills after graduating from college, by helping fly-fishing lodges, around the world, to improve their businesses through marketing and improved business techniques. After law school, Joel spent his first three years of private practice in Butte, Montana, assisting clients with business matters, entity formation, tax planning for businesses and individuals, Wills, Trusts, elder law, property transactions, and liquor and gambling issues. Joel moved to Helena, Montana, in 2006, after joining the Montana Department of Revenue as an attorney. His nearly six years at the Department of Revenue were spent working on legislation, liquor, and gambling matters, and litigating various federal and state tax law issues (collections, income tax, coal and gas severance tax, property tax, and telecommunications taxes). Silverman Law Office, PLLC was opened in May of 2012, when Joel recognized that there was a large need for a business and estate planning law office, that did more than just repeat the law to the client. Joel realized individuals and businesses need lawyers that focus on the client’s goals and needs, rather than just the clients’ legal issues. Joel’s practice focuses on assisting individuals and businesses with business law, tax, succession planning, employment issues, mergers and acquisitions, wills, trusts, property transactions, liquor and gambling law, and oil and natural gas law. Additionally, Joel has been coaching and consulting various businesses to deal with the new world of marketing and business practices. Joel enjoys playing soccer, spending time outdoors, working with veterans through Montana Mending Waters, serving on boards for the Montana Business Assistance Connection and the Helena College Foundation, and spending time with his wife, Andrea Silverman, skiing, hiking, and fly-fishing.

Born and raised in Mid-Michigan, Casey attended Michigan State University where he earned a Bachelor of Arts degree with a major in Advertising. Casey worked for years in advertising, marketing, and business consultation before deciding to attend law school. In 2013, Casey graduated Cum Laude from Thomas M. Cooley Law School (now Western Michigan University Cooley Law School), with a concentration in Intellectual Property. While attending law school, Casey worked on various consumer protection projects with the Attorney General of Michigan, as well as interning for an East Lansing based law firm. In 2014, Casey was admitted to the State Bar of Michigan, and is licensed to practice in the state of Michigan, is admitted to practice in the Michigan Federal Court of the Western District, and has been admitted to practice in the Colorado Federal Court, as well as the United States Tax Court. Since becoming licensed, Casey has been working as a solo practitioner in Michigan. Casey has worked in a wide variety of areas including Real Estate, Landlord/Tenant, Copyright, Contracts, Tax Issues, Business Organization, Wills and Trusts, Bar Exam Appeals, Collections, Construction Law, and Compliance. Recently, Casey has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan.

Washington estate planning attorney Matthew M. Luedke has become a trusted advocate for families seeking clarity, protection, and long-term security. Serving clients across the state as the managing attorney of Elevated Estate Planning, P.S., Matthew leads a respected, client-centered practice dedicated to helping individuals preserve what matters most: their assets, autonomy, and their loved ones' futures. For over a decade, Matthew has dedicated his career to guiding families through some of life's most significant legal decisions. His practice spans the full spectrum of estate planning and elder law, including wills and trusts, powers of attorney, estate tax planning, Medicaid and long-term care strategies, elder law matters, and probate and estate administration. His work reflects a deep commitment to ensuring that every client receives a plan tailored to their unique goals and challenges. Matthew's legal journey is defined by his focus on protection, preparation, and peace of mind. He has helped countless families navigate complex issues, including rising long-term care costs, incapacity planning, wealth transfer strategies, and the intricate requirements of probate. Whether addressing elder law concerns or crafting comprehensive estate plans, he approaches each case with precision, empathy, and an unwavering dedication to doing what is right for his clients. Matthew earned his Juris Doctor from the University of Idaho College of Law and is a member of the Washington State Bar Association. He is additionally recognized as a Washington Super Lawyer, a distinction that reflects his professionalism, client focus, and excellence in the field of estate planning and elder law. Today, Matthew remains a respected presence in the legal community and a trusted resource for families seeking peace of mind in uncertain times. His dedication to thoughtful planning, client education, and personalized service continues to shape the strong reputation of Elevated Estate Planning, P.S.

Norm Daniels is an Attorney at Law and Certified Public Accountant and is licensed in West Virginia, Kentucky, North Carolina, and Pennsylvania. He has over 40 years of experience and has been selected by his peers to have an AV Preeminent rating from Martindale Hubble and to be included in "The Best Lawyers in America" and "Super Lawyers." In addition to his legal practice, he is an experienced mediator and arbitrator and is a member of the Chartered Institute of Arbitrators. In 1994, Norm Daniels founded Daniels Law Firm, PLLC with the purpose of creating a law firm dedicated to representing highway, heavy, utility, and building contractors and their suppliers. The business law practice includes civil litigation; insurance litigation; business and tax planning; labor and employment law; wills, trusts, and estates; and arbitration and mediation. The firm represents clients working in the States of West Virginia, Kentucky, Virginia, Pennsylvania, and North Carolina. The paramount commitment of the firm is to timely meet all of our clients’ needs for legal services. Our attorneys and the lawyers we associate with can handle any type of legal problem. Problem Solving Is Our Business.