Overview

Doug Schwartz specializes in tax matters (international, federal, state, and local).  He focuses on issues affecting individual and compensation planning; business formations, transactions, and operations; charities, public pension systems, and other tax-exempt entities; and investments in different asset classes and investment vehicles.

Doug has a comprehensive understanding of the complex local, state, and federal laws and regulations that affect personal and business taxes for a wide variety of industries.  He counsels clients in the entertainment, internet, manufacturing, real estate, sports, nonprofit, and public agency sectors.  He provides client with advice on sales and use tax; Proposition 13; documentary transfer; and local business license taxes in addition to income and franchise taxes.

Doug is AV Preeminent® Peer Review Rated by Martindale-Hubbell.

Experience

Experience

Tax-Exempt Entities.  Represents and advises tax-exempt entities in connection with formation; investment activities and associated "unrelated business income tax" issues; obtaining and maintaining tax-exempt status (including section 501(c)(3) charities, 501(c)(4) social welfare organizations, 501(c)(25) title holding companies, and 509(a)(3) support organizations); compensation, private benefit, and private inurement issues; fundraising and lobbying issues; private foundation excise taxes and public charity "excess benefit" excise taxes; and affiliations with for-profit entities.

Tax Controversies.  Represents clients on a wide variety of tax related matters before numerous regulatory bodies, including the Internal Revenue Service, California Franchise Tax Board, California State Board of Equalization, California County Assessors, and California Employment Development Department.

Business, Corporate, and Transactional Planning.  Assists clients with corporate ("C" and "S" corporation, and consolidated return), partnership and LLC taxation, real estate transactions, business mergers and acquisitions, business formations, issuance of equity or debt, exit strategies, and foreign and cross-border tax planning.

Personal Planning.  Assists clients in developing executive compensation and employment agreements, partner/shareholder/LLC member buyout agreements, succession planning, and tax planning issues in connection with moving in and out of the U.S. and California.

Real Estate.  Represents and advises clients on income, Proposition 13, documentary transfer tax, and sales and use tax aspects of acquisitions, sales, leases, construction, and development; section 1031 and 1033 exchanges; partnership and LLC formation and restructurings and tax allocations; and debt work-outs.

Insights

Publications

Speaking Engagements

Organizations

Community & Professional

Los Angeles County Bar Association, Secretary/Vice Chair/Chair, Entertainment Tax Committee, Taxation Section, 1999-2003; Executive Committee Member-At-Large and Chair of Annual Tax Night, 2004; Third Vice Chair, 2005-2006; Second Vice Chair, 2006-2007; First Vice Chair, 2007-2008; Chair-Elect, 2008-2009; Chair, 2009-2010

State Bar of California, Vice-Chair/Chair, Corporate Tax Committee, Taxation Section, 1994-1997; Articles Editor, California Tax Lawyer, 1997-2001; Member, Executive Committee, Taxation Section, 1998-2000; Vice Chair, Executive Committee, Taxation Section, 2001

Princeton Club of Southern California, President, 2001-2003

Princeton Planned Giving Advisory Committee, 2004-present

Honors

Honors & Recognitions

AV Preeminent® Peer Review Rated by Martindale-Hubbell

Selected to the Super Lawyers list for 2010-2015

Education

Admissions

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