Income Tax

Bob Weinstein offers federal counsel and representation in most areas of the United States and is a California licensed attorney (focused on business taxation advisory and resolution), lives with his wife, three (highly) active sons, and a free-will thinking golden retriever lap dog weighing in at 85 lbs named Dexter. He’s also a stock market junkie, real estate broker, and of course…a business and tax consultant. Interests include his family, economics, marketing, technology, real estate, finance/investing, history, and Asia. Bob is also an accomplished syndicated writer whose work can be found in TheStreet, MainStreet, CNBC, Forbes, Yahoo Finance, Seeking Alpha, MSN Money, The Money Show, Stock Saints, Motley Fool, Fidelity, Minyanville, RealMoney Pro, and many national and international newspapers. Interestingly enough, he has even been published by the Tehran Times, the state newspaper of Iran (although it denies being state directed). Bob graduated from Northwestern California University School of Law with a Juris Doctor in Law. Was a one time taker of the California Bar Exam, and has been admitted to the United States Tax Court, California State Bar, United States District Court Southern District of California, United States District Court Western District of Wisconsin, and United States District Court Eastern District of Wisconsin. Bob is also registered as In-House Counsel in Wisconsin, albeit does not practice state law in Wisconsin other than pro bono work. That may change at some time in the future, albeit for now, he’s staying busy with a focus on taxation. Practice in federal matters, including taxation and trademarks for clients in most states, so just because you’re not located in California or Wisconsin doesn’t mean he can’t help you. With modern technology, including Zoom meetings, either actual or virtual face-to-face meetings can be realized for most. Licensed in Wisconsin as a Real Estate Broker since 1998, and licensed as an Insurance Broker in about 15 states. After honorably serving in the Navy submarine service, Bob Weinstein bought and sold several businesses, including starting several from the ground up. Currently, Bob operates several businesses, including 1 Reason Tax, 1 Reason Insurance, 1 Reason Business Solutions, and 1 Reason Realty. By merging these business related skill sets, he is able to spend a greater amount of time with any given client and get to know his clients at a much higher level. This makes Bob particularly well versed in providing valuable guidance for business and real estate owners with an emphasis on maximizing client’s after tax income. If you’re seeking someone who will do more than simply treat you as if you’re just another one on an assembly line, you owe it to yourself and your company to give us a call. Find out the difference from what you’re used to and what it can be.

A. Antonio Tomas is a Board Certified Tax Lawyer, Board Certified Criminal Trial Lawyer and a Certified Public Accountant. Mr. Tomas's practice focuses on two main areas: Tax Law and Criminal Law. Mr. Tomas has successfully represented clients against the Internal Revenue Service at the field and appeals level, as well as before the United States Tax Court. He has also advised and counseled clients on various issues, including trust and estate planning, corporate structuring and general tax planning. Mr. Tomas has extensive experience at the state and federal level litigating all phases of a criminal case. He has defended clients charged with various white-collar crimes, as well as other crimes such as grant theft, child molestation and murder. Mr. Tomas graduated with honors from the University of Miami School of Law in 2003. During law school, he interned with the Miami-Dade state attorney's office and was an editor for the Inter-American Law Review. He went on to earn an L.L.M. degree (Masters of Law) in Taxation from the University of Miami in 2006. Prior to law school, he majored in Accounting and earned a Master's Degree in Taxation from Florida International University. He has been a C.P.A. (Certified Public Accountant) in the state of Florida since 2002.

Attorney Angela Frozena brings 15 years of diverse experience to serve the people of Kenosha County and eastern Wisconsin. A native of northeastern Wisconsin, Angela graduated from Roncalli High School and received an Honors Bachelor of Science in Applied Mathematical Economics from Marquette University. She also graduated from the University of Wisconsin Law School. She has not only drafted estate plans, but also administered them as a trust officer and prepared fiduciary income, estate, and gift tax returns. Her years in the financial services industry provided valuable experience both in working with advisors and understanding the inner workings of underwriting, in-force operations, and claims, particularly for long-term care insurance. Attorney Angela Frozena is prepared to provide the guidance you need both now and in the future. To learn more, contact us at 262-237-8668 to schedule a consultation.

Ernest established the firm with offices in Pennsylvania and London in 2005, providing professional services to multinational individual, corporate and private equity clients.  Ernest continues to bring together people with the shared belief that a practice should be built on providing reliable professional service while maintaining the trust of its people and of its clients.  Ernest's commitment to providing his clients with personal attention is carried forward today by each of the firm's service professionals.

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.

Attorney Robert Schaller treats every client like family, giving them the time and personal attention they deserve. The law firm offers both in-office and virtual conferencing because some clients want to talk in the law office while other clients want to talk in the comfort of their home - and conference face-to-face over the computer via Zoom. For over 40 years, I’ve had the privilege of guiding individuals and families through some of life’s most difficult legal challenges. Whether you’re facing overwhelming debt, the threat of foreclosure, or aggressive collection actions, you don’t have to navigate it alone. I offer personalized legal solutions in bankruptcy, debt resolution, garnishment prevention, and lawsuit defense—each tailored to protect your financial well-being and restore your peace of mind. My goal is always to help you regain control of your future with dignity and confidence. In addition to financial relief services, I provide experienced guidance in estate planning and business matters. I work closely with clients to draft wills, trusts, and powers of attorney, ensuring their wishes are honored and their loved ones are protected. I also assist entrepreneurs with business formation and incorporation, laying a strong legal foundation for long-term success. No matter your legal need, I approach every case with compassion, clarity, and a deep commitment to your best outcome. Let’s work together to build a secure and hopeful path forward. Talk to Attorney Robert Schaller and gain peace of mind. The consultation is FREE!

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.

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.

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, national and international), formation, real estate, trust and estates, and business succession planning. Harry advises clients on structuring transactions in a tax-efficient manner. Harry has an acute understanding of the real estate and agricultural sector and helps clients meet their business objectives. Harry regularly advises corporations, partnerships, and individuals on a broad range of domestic offshore and cross-border transactions often focusing on complex and innovative structures to transfer wealth and business holdings. Harry’s experience includes acquisitions, dispositions (including like-kind exchanges), sophisticated financing, easements, and other asset management matters that add post-tax value to the respective client. Harry also helps individuals and families with sophisticated wealth planning and wealth preservation and multi-generational planning which minimizes income, estate, gift and generation-skipping transfer taxes. Understanding the desire to preserve wealth and closely held business enterprises, Harry ensures a client’s legacy is persevered while navigating potentially sensitive family dynamics. As part of legacy planning, Harry regularly counsels his clients in respect to charitable giving and has been involved with establishing private foundations, charitable lead and remainder trusts, and other not-for-profit entities. Harry remains active within the community. While not practicing law, Harry enjoys running basketball and hockey.