Bruce Givner

Attorney Profile

Top Rated Tax Attorney in Los Angeles, CA

KFB Law Group, LLP
 | 12100 Wilshire Boulevard, Los Angeles, CA 90025
Phone: 424-276-1636
Fax: 310-307-3944
Selected To Super Lawyers: 2013 - 2020
Licensed Since: 1976
Education: Columbia Law School
Practice Areas:
  • Tax: Business (60%),
  • Estate Planning & Probate (20%),
  • Estate & Trust Litigation (10%),
  • Employee Benefits (10%)
Languages Spoken:
  • English,
  • Spanish,
  • Persian (Farsi)
    Attorney Profile

    Bruce is with KFB Law Group, Los Angeles, California. The firm's practice is almost equally divided among 5 areas: ordinary income tax planning; reducing, deferring and eliminating capital gains; estate tax elimination; and asset protection planning, with the 5th area a potpourri of Tax Court (and other tax problems) and probate litigation, real estate, international tax and estate planning. 

    Bruce has successfully advocated on behalf of clients who face audits and other serious tax issues with the IRS  and the FTB.  He also helps clients develop sophisticated tax plans, and offers effective legal counsel involving the purchase and sale of businesses and other commercial transactions.

    A top-rated attorney with 43 years of experience, Bruce possesses the extensive knowledge and skills required to help clients reduce their overall tax liability and protect their personal and business interests regardless of how large their estates or how complex their needs.

    Widely regarded as one of the top tax and estate planning attorneys in the region, Bruce holds an AV Preeminent peer review rating* from Martindale-Hubbell and a "Superb" rating from Avvo.

    A 1973 U.C.L.A. graduate, Bruce received his J.D. from Columbia Law School in 1976 and an LL.M. in taxation from N.Y.U. in 1977.

    A consummate professional, Bruce is active in a number of professional legal organizations, including the American Bar Association Section of Taxation Estate and Gift Taxes Committee and the American Bar Association Section of Taxation Employee Benefits Committee. He is a member of the Beverly Hills Bar Association and served on the board of directors for the Los Angeles County Bar Association Taxation Section.

    *AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Rating™ fall into two categories – legal ability and general ethical standards.

     
    Practice Areas
    • 60%Tax
    • 20%Estate Planning & Probate
    • 10%Estate & Trust Litigation
    • 10%Employee Benefits
    Focus Areas

    Tax Law, Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Will Contests

    Selections

    Selected to Super Lawyers for 8 yearsbottom-image

    Super Lawyers: 2013 - 2020

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    About Bruce Givner

    Admitted: 1976, California

    Honors/Awards:

    • AV rated Martindale-Hubbell for 32 years.

    Bar/Professional Activity:

    • Los Angeles County Bar Association, Tax Section
    • Beverly Hills Bar Association Employee Benefits Committee, Chair
    • L.A. County Bar Association Taxation Section Executive Committee
    • Executive Committee American Bar Association, Section of Taxation
    • L.A. County Bar Remedies Section, Member

    Pro bono/Community Service:

    • California Senate Advisory Commission on Life and Health Insurance, 1986
    • Arthritis Foundation, L.A. Chapter; Member, Board of Directors and Board of Governors
    • Guardians of the Jewish Homes for the Aging; Board of Directors
    • Beverly Hills Bar Association; Past Chair, Employee Benefits Committee
    • Arthritis Foundation, San Fernando Valley Branch; President
    • City of Hope, Finance Associates Chapter; Board of Directors
    • UCLA Alumni Association, 1991; Board of Directors, Public Service Awards Committee
    • California Board of Optometry, appointed by Governor Jerry Brown as a public member, 2013
    • National Multiple Sclerosis Society, L.A. Chapter; Member, Board of Trustees, Planned Giving Committee
    • UCLA Alumni Association; Board of Directors, Legislative Relations Committee

    Scholarly Lectures/Writings:

    • The safest, most conservative, income tax plan for a closely held business is a defined benefit pension plan.  However, not all actuaries are created equally.  , Co-Author, Safest Income Tax Plan For A Closely Held Business, Los Angeles Daily Journal, 2020
    • Joe Biden's proposed capital gains tax, though not as radical as proposals by Warren and Sanders, would be a dramatic increase in tax.  There are many ways to reduce, defer or eliminate capital gains taxes.  , Co-Author, Anticipating Joe Biden's Proposed Capital Gains Tax, Los Angeles Daily Journal, 2020
    • People like to get advice from the IRS, incluiding their local office.  But if you don't get that advice in writing the IRS is not liable for what you think you understood.  , Co-Author, When Dealing With The IRS, Get It In Writing, Los Angeles Daily Journal, 2020
    • A great way to generate a large ordinary income tax deducion, especially at the end of the year., Co-Author, Charitable Lead Annuity Trusts May Make You Yawn, But They Work, Los Angeles Daily Journal, 2019
    • Senator Warren, as is true also of Senator Bernie Sanders, proposed a wealth tax.  It will be surprisingly easy to avoid that tax through advance planning.  , Co-Author, Anticipating Elizabeth Warren's Wealth Tax, Los Angeles Daily Journal, 2019
    • The TCJA 2017 increased the lifetime transfer tax exclusion from $5,000,000 to $10,000,000 per person (more since the figures are cost of living adjusted).  There is a big argument that you should use it all now rather than waiting until 2026 when it goes back down to $5,000,000 per person.  , Co-Author, Use It Or Lose It: The Newly Doubled Estate And Gift Tax Exclusion, Los Angeles Daily Journal, 2018
    • Foreign asset protection trusts are not perfect.  For example, you would not transfer title to your home to one and expect it to protect the equity in your home from some future creditor.  However, there are a number of thoughtful uses for FAPTs., author, Foreign Asset Protection Trusts: Useful In Many Situations, Tax Notes, 2018
    • People are paying a lot of attention to the new 20% deduction under Section 199A.  However, the new lower corporate tax rate (21%) is arguably much more exciting and powerful.  , Co-Author, To "C" Or Not To "C"? Is The Question Under The New Tax Law, Los Angeles Daily Journal, 2018
    • Congress limited the deduction for local taxes in the TCJA 2017.  However, with proper planning, you can increase the amount of your local property tax deduction.  , Co-Author, Mitigating The New Limit On Home Property Tax Deductions, Los Angeles Daily Journal, 2018
    • The new tax law made certain deductions more difficult and all tax planning more complex.  However, there are opportunities to save yourself a lot of income and other taxes in this new environment.  , Co-Author, Planning Under The New Tax Law: Relax, Los Angeles Daily Journal, 2018
    • If the children buy an asset from the parent for a private annuity, as opposed to for a primissory note, that asset is immediately removed from the parent's estate.  There are detailed rules that much be followed, e.g., the exhaustion test.  But this is a powerful tool in trying to eliminate the estate tax., Co-Author, Private Annuities Are Fun, California Trusts And Estates Quarterly, 2017
    • A family limited partnership, children's trust and a private annuity can reduce the taxable estate to zero.  , Co-Author, The Three-Legged Stool: Simple, But Sophisticated, Estate Tax Planning, California State Bar Trusts & Estates Quarterly, 2014
    • The taxpayer won despite the fact that the appraiser did not follow all the rules. , Author, Taxpayer Victory Over IRS: Even A Bad Appraisal Can Be A "Qualified" Appraisal, Accounting Today, 2013
    • Author, Attacking The IRS: Ignorance or Stupidity, Accounting Today, 2013
    • Author, Looking Ahead To 2014, Los Angeles Daily Journal, 2013
    • Hobby losses often do not work.  , author, IRS Tackles Four-Time Super Bowl Champion for a $5 Million Loss, Accounting Today, 2013
    • The property tax exemption for a valuable residence is unlimited if it is a parent-child transfer.  Otherwise it is limited to $1,000,000 of assessed value per parent.  , author, Valuable Homes, Pitiful Exemption, CalCPA Buzzz=, 2013
    • A same sex marriage is entitled to the same property tax benefits as a marriage between people of the opposite sex., Co-Author, Same Sex Marriage: Taxes And Real Estate, Los Angeles Daily Journal, 2013
    • Co-Author, Estate Tax Planning and The Codified Economic Substance Doctrine: An Uneasy Connection, California State Bar Trusts & Estates Quarterly, 2012
    • Co-Author, Challenging IRS Regulations: The Supreme Court's Mayo Decision, Journal of Tax Practice and Procedure, 2011

    Videos:

    • IRS Form 709 is the Federal Gift Tax Return.  It is not the most complex return.  However, when we are using it to report complex gift transactions, it is important that the transactions be carefully disclosed. , IRS Form 709 - The Federal Gift Tax Return, 2012

    Educational Background:

    • New York University School of Law, New York, New York, LL.M (Taxation), 1977
    • Columbia University School of Law, 1976
    • Admiral King High School (Lorain, Ohio), 1969
    • University of California, Los Angeles, CA, USA, B.A., Major: History, 1973

    Industry Groups

    • Entertainment
    • Inherited Wealth
    • Manufacturing
    • Professional Services
    • Real Estate
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    Office Location for Bruce Givner

    12100 Wilshire Boulevard
    Los Angeles, CA 90025

    Phone: 424-276-1636

    Fax: 310-307-3944

    Bruce Givner:

    Last Updated: 1/14/2020

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