Lamberto D. Torres

Partner

Areas of Special Expertise

Income tax and financial planning for corporate executives, entrepreneurs, and high net worth/high income individuals
Income, retirement, tax and financial planning
Estate planning
Forecast balance sheets and cash flows
Stock option analysis
Charitable remainder trusts
Tax-deferred exchanges
Subchapter S corporations
Corporate liquidations and tax-free reorganizations
Corporate taxation including consolidated returns for parent and subsidiary corporations
Tax consequences of the sale or acquisition of a business
Representation of clients before the Internal Revenue Service, Franchise Tax Board, and county property tax assessors
Preparation of individual, corporate, partnership, estate, gift, and trust income tax returns

Prior Professional Experience

Successful filing and collection of multi-million dollar refund claims from the Internal Revenue Service
Successful filing of property tax refund claims
Speaker at a number of tax planning seminars
Arthur Young & Company, St. Louis, MO and San Jose, CA
Ernst & Whinney, Los Angeles, CA (Ernst & Young 1975-1983)
Joined the firm in 1983

Education