With approximately 40 years of experience as a tax and estate planning attorney and as a licensed Certified Public Accountant (CPA) in California, Stanley Heyman is dedicated to providing enhanced value to his clients through his extensive financial background and knowledge of taxes, tax laws and their impacts.
Stanley represents virtually all forms of business and exempt organizations in various tax matters from formation through dissolution, and works hard to simplify challenging tax concepts and make them easier to understand. He also represents high net worth individuals and families in tax, estate planning and wealth preservation matters providing legal guidance to clients regarding the two certainties in life – death and taxes.
Stanley focuses his practice on federal, state and local tax planning; tax controversy services; mergers and acquisitions; real estate tax structuring; pensions; executive compensation; qualified settlement funds; estate, gift and generation-skipping transfer planning; and probate, estate and trust administration.
As someone who is passionate about tax and business succession issues, Stanley prides himself on collaborating and building relationships with his clients’ other professional advisers. He works closely with them to solve their shared client’s complicated tax and estate planning concerns.
Stanley is particularly skilled at issue spotting and he keeps an eye on potential changes to the tax laws. He also strives to determine if there are related arenas where he or his colleagues can provide additional legal assistance.
Stanley has addressed a number of tax and estate planning topics as an author and speaker. He has also provided pro bono counsel for a variety of charitable organizations throughout Southern California.
Professional and Community Involvement
Member, American Bar Association
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants