Zachary B. Whitman

Mr. Whitman is a member of Berliner Cohen’s Business and Tax Department. Prior to joining Berliner Cohen LLP, Mr. Whitman worked for a boutique firm in Menlo Park focusing on business formation, mergers and acquisitions and various rounds of venture financing. Upon moving to California, Mr. Whitman served as a Judicial Intern to the Honorable…

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Cross-Border Tax

Members of the Cross-Border Tax Group have extensive experience in strategic planning and implementation issues associated with multijurisdictional, cross-border families and their enterprises and trusts.  Sophistication in this area is important, and all of our tax attorneys possess an advanced tax law degree (LL.M. in Taxation). Common client issues handled by Berliner Cohen attorneys in…

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Jerold A. Reiton

Mr. Reiton represents a variety of clients, individuals, organizations and corporations in business matters ranging from formation, merger, reorganization, acquisition and sale transactions, as well as the negotiation and preparation of business and technology related agreements. He also handles tax controversy related matters before the Tax Court, Bankruptcy Court, United States District Court, and California…

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Brian L. Shetler

Responsiveness to clients is important to Mr. Shetler.  He takes his clients’ calls directly and strives to respond quickly.  Mr. Shetler’s trust and estate practice is focused on tax and estate administration issues. He works with corporate fiduciaries as well as families and individuals in establishing and carrying out plans to preserve and build legacies…

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Tyler A. Shewey

As a member of Berliner Cohen’s Tax and Corporate Group, Mr. Shewey counsels individuals and business entities on a wide range of tax and business matters.  Mr. Shewey’s tax practice includes both tax transactions and tax controversy before the Internal Revenue Service and U.S. Tax Court, Franchise Tax Board, California State Board of Equalization, and…

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Aaron M. Valenti

As a member of Berliner Cohen’s Tax Group, Mr. Valenti counsels individuals, corporations, partnerships, and limited liability companies in a variety of matters, ranging from qualified small business stock to mergers and acquisitions. Mr. Valenti has a particular expertise in providing federal and state income, property and documentary transfer tax advice in connection with real…

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FBAR Deadline for All U.S. Persons to File is October 16, 2017

Foreign Bank and Financial Accounts Report (“FBAR”) is an annual report that provides the U.S. government with information regarding certain foreign financial accounts held by a U.S. person. Typically, a U.S. person who has a financial interest in or signature authority over at least one financial account located outside the United States and has an…

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