Practice Areas
Building Success on Strong Foundations & Strategic Planning
Maximizing opportunities while mitigating risk requires strategic, expert guidance in today’s complex legal landscape.
Our attorneys are trusted legal partners for businesses, entrepreneurs, nonprofit organizations and religious institutions throughout Southern California and beyond for goals that range from philanthropic giving to succession planning.
Learn more about some of our solutions below.
Strategic legal guidance and deep expertise for privately-held companies currently located in California
Mergers & Acquisitions
Business Tax Planning
Business Representation
Business Representation
Real Estate Transactions
Real Estate Transactions
Protect your purchases, sales, financing and leases with skilled counsel
Business Succession Planning
Business Succession Planning
Prepare an operational plan and tax-efficient structure for your exit
Comprehensive legal and tax counsel for private foundations, public charities, and religious institutions
Philanthropist Representation
Philanthropist Representation
Religious Institutions
Religious Institutions
Nonprofit Organizations
Nonprofit Organizations
Educational Institutions
Educational Institutions
Expert guidance and counsel to schools and institutions of higher education
Personalized service and nationally-recognized expertise to safeguard clients’ assets and legacy
Foundational Estate Planning
Foundational Estate Planning
Ultra-High-Net-Worth Planning
Ultra-High-Net-Worth Planning
Identify priorities and seize unique opportunities through collaborative analysis
Trust and Estate Administration
Trust and Estate Administration
Untangle a complex and difficult process with counsel that is aligned with your goals
Federal & State Income Tax Audits & Appeals
Federal & State Income Tax Audits & Appeals
Plan for and protect against potential audits by California or federal collectors
Business Succession Planning
Business Succession Planning
Prepare an operational plan and tax-efficient structure for your exit
Hear From Our Clients
“THANK YOU VINCE!
I’m still coming to grips with the fact that you got it all done. It was a challenging project, but you navigated all of the many vignettes that surfaced and still pushed it over the finish line before year end. If you can hear me, I’m applauding, and if you can see me, yes, I’m standing! THANK YOU!”
RONALD C. PIETERSMA | PIETERSMA & COMPANY
“Caring. Strategic. Smart. Creative.
Problem. Solvers of extraordinary prowess. We had some issues that needed a “gentle touch” and we were exceedingly happy in the methods and structure of the solutions. Options were prepared for us with pros and cons that were presented in a way which we could easily understand. It was great to have them ask questions that we didn’t even know we should ask. Strongly recommend.”
George F. | Palos Verdes Estates
“Brown and Streza is a strategic business partner to my CPA business.
They are a tremendous firm with heavy involvement in their community. There is a great mix of some of my favorite people with various disciplines and backgrounds.”
Ryan B. | Newport Coast