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Robert E. McKenzie

Robert E. McKenzie concentrates his practice in representing clients before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He has presented courses before thousands of CPAs, attorneys and enrolled agents nationwide. Robert is recognized as an...

Linda Retz

Linda Retz is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She dedicates her practice to the creation and implementation of estate plans that are tailored to an individual family's particular needs and circumstances...

Marielle MacMinn Headshot

Marielle MacMinn represents businesses and individuals in their tax matters, with a focus on tax disputes from the federal to the state and local levels, including matters involving income taxes, sales taxes, payroll taxes, and penalty controversies. Marielle’s work with tax controversy includes...

Jerad Beltz LinkedIn Headshot

Jerad Beltz focuses his practice for individual clients on estate planning, wealth preservation, business succession planning and trust administration. He also counsels nonprofit organizations and privately held businesses in formation, governance, compliance, contract negotiation and charitable...

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