Practice areas: Tax
Licensed in California since: 2005
Education: University of the Pacific McGeorge School of Law
Galek Tax Law
728 Sutter StPenthouse B
Folsom, CA 95630 Phone: 916-435-6395 Email: Jason Galek Visit website
Jason Galek is a board-certified Taxation Law Specialist with an LL.M. in Taxation, practicing federal and California tax law.
As a board-certified specialist in taxation law, as recognized by The State Bar of California's Board of Legal Specialization. This certification underscores his profound knowledge of tax law and his commitment to maintaining the highest standards of professional excellence. His practice focuses on:
- Resolving and avoiding tax disputes
- Minimizing actual and potential tax liabilities, including those with international implications
- Developing comprehensive tax planning strategies for individuals and businesses
- Navigating complex tax legislation to achieve optimal outcomes for clients
Jason has developed particular expertise in resolving disputes involving the Internal Revenue Service and the California Franchise Tax Board, as well as in creating tax-efficient structures and strategies for his clients. His practice encompasses strategic tax planning for domestic and international matters. He approaches tax planning and tax controversy as parts of a single discipline: planning that anticipates enforcement yields better structures, and experience in controversy informs planning and yields more resilient outcomes.
First Admitted: 2005, California
Bar / Professional Activity
- California Supreme Court
- Fellow, American Bar Foundation
- San Francisco Tax Club, Member, 2015 through the present
- Bay Area Young Tax Lawyers, Executive Committee Member, 2015 through 2016
- Bar Association of San Francisco Barristers Taxation Section, Chair, 2013; Vice-Chair, 2012
- Bar Association of San Francisco, Taxation Section, Executive Committee Member, 2016 through 2017
- Bar Association of San Francisco Barristers Board of Directors, Treasurer, 2015 through 2016; Director, 2014 through 2016
- Bar Association of San Francisco, Member, 2008 through present
- American Bar Association, Member, 2014 through present
- California Lawyers Association (Formerly California State Bar), Governance Committee, 2020-2022
- California Lawyers Association, Pro-Bono Initiative
- California Lawyers Association, California Tax Lawyer Articles Editor (2019-2020)
- California Lawyers Association, Webinars (2019)
- California Lawyers Association, 2019-2020 DC Delegation Co-Chair (2018-2019), Chair (2020)
- California Lawyers Association, Executive Committee, 2017-2020 term
- California Lawyers Association, Taxation Section (Formerly California State Bar, Taxation Section)
- U.S. District Court, all California Districts
- U.S. Tax Court
- U.S. Court of Federal Claims
- U.S. Court of Appeals for the Ninth Circuit
- U.S. Supreme Court
Verdicts / Settlements (Case Results)
- Sanchez v. Comm’r, TC Memo 2014-174
- Krotova v. Gonzales, 416 F.3d 1080 (9th Cir. 2005)
- Brennan v. Comm’r, TC Memo 2012-187
- Ashland v. Comm’r, TC Memo 2012-209
- Knape v. U.S., 713 F.3d 1164 (9th Cir. 2013), cert. denied
Special Licenses / Certifications
- Board Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization
Educational Background
- LL.M. Taxation Law, Golden Gate University School of Law
Scholarly Lectures / Writings
- Severable Water Rights As IRC § 170 Charitable Deduction Property, Tax Notes State · June 20, 2022
- You Might Be a Tax Return Preparer, If . . .: Golden Gate University, January 2014
- Removing Tax Penalties Through Reasonable Cause Abatement: Contra Costa County Bar Association, June 2014
- KALW 91.7 FM “Your Legal Rights”: Discussion of year-end tax tips for 2014, October 22, 2014
- NASBTS 35th Annual Meeting: Roundtable discussion on professionalism and pro bono for tax lawyers at the National Association of State Bar Tax Sections 35th Annual Meeting, October 2014
- The Tax Man Cometh: Dealing with Tax Notices and Audits; Using Litigation and Bankruptcy to Your Advantage: Panelist, Contra Costa County Bar Association 20th Annual MCLE Spectacular November 2014
- KALW 91.7 FM “Your Legal Rights”: Affordable Care Act exemptions and penalties for 2015, January 2015
- Affordable Care Act Penalties and Exemptions, Navigating the Mandate: Bay Area Young Tax Lawyers, Golden Gate University, March 2015
- Affordable Care Act Penalties and Exemptions, Navigating the Mandate: Bay Area Young Tax Lawyers, Golden Gate University, March 2015
- The Affordable Care Act for the Solo/Small Firm Practitioner: Bar Association of San Francisco, January 2016
- Tax and Other Issues Impacting Individuals and Small Businesses Post-Disaster - Tax and Other Issues Impacting Individuals and Small Businesses Post-Disaster: Practising Law Institute, April 2016
- The Affordable Care Act for the Solo/Small Firm Practitioner: San Francisco Tax Club, September 2016
- Everything You Want to Know About Tax Controversy Law But Are Afraid to Ask: Bay Area Young Tax Lawyers, November 2016
- Introduction to Tax Controversy Training, A Training for Attorneys, CPAs, and Enrolled Agents: Bar Association of San Francisco Justice and Diversity Center, December 2016
- Bridging the Gap Between California and Federal Controversy Practice, California State Bar Taxation Section, Tax Procedure & Litigation Committee, March 2017
- To W2 or Not To W2, Perils & Solutions Arising From Misclassification of Employees, San Francisco Bar Association, August 2017
- Bridging the Gap Between California and Federal Controversy Practice, East Bay Tax Club, October 2017
- Maximizing Tax Benefits in Employment Settlements for Plaintiffs and Defendants, Marin County Bar Association Employment Section, November 2017
- Ethical and Professional Responsibilities in Maintaining a Tax Practice, California Young Tax Lawyers Sixth Annual Conference, May 2019
- Update on International Tax Compliance, California Lawyers Association Annual Conference, October 2019
- Tax Bootcamp, California Lawyers Association Taxation Section Annual Meeting, November 2022
- "Your Legal Rights" - Year-End Tax Tips for 2014 Tax Returns, KALW · October 24, 2014
- "Your Legal Rights" - The New Health Care Rules: Tax Returns, Taxes, Penalties, and Exemptions, KALW · January 14, 2015
- Incorporeal Punishment: Corporate Suspension and Forfeiture for Tax Noncompliance, Contra Costa Lawyer · March 1, 2015
- Provisions of the Affordable Care Act Mandate in a Nutshell, San Francisco Attorney Magazine · December 1, 2015
- Interview: Sharyn Fisk, California Tax Procedure Journal · June 1, 2017
- A Taxonomy Of Tax Professionals, Canadian Accountant · March 30, 2021
Honors
- Outstanding Volunteer, Justice and Diversity Center of The Bar Association of San Francisco (2015 to 2020)
- Super Lawyers, Taxation, Northern California (2019-2026)
- Avvo Rating 10.0 (Superb)
Selections
- Super Lawyers: 2019 - 2026
Certificates and credentials
Taxation Law