Jon Schimmer, Esq.

Jon SchimmerMr. Schimmer, Esq.

Mr. Schimmer focuses his practice on all areas of international, federal, state and local tax and business matters, with an emphasis on tax and business planning for corporations, limited liability companies and partnerships, particularly with respect to formations, acquisitions, mergers and reorganizations, and liquidations. Mr. Schimmer also advises individuals with respect to income, estate, and gift tax issues, and represents businesses and individuals in connection with audit and controversy matters before the Internal Revenue Service, Franchise Tax Board, State Board of Equalization and County Assessor Offices. He is admitted to practice in California, the U.S. District Court, Southern District of California and before the United States Tax Court, and he is an adjunct Professor of Law in the Graduate Tax Program at the University of San Diego School of Law.

Mr. Schimmer is also licensed by The California Board of Accountancy as a Certified Public Accountant. Prior to embarking on his legal career, Mr. Schimmer was the chief financial officer for Pueblo Investments, a closely held real estate development and custom home building corporation, where he handled all tax, financial and compliance matters and where he also utilized his contractor’s license and real estate salesperson license.

Representative Matters

  • Counsels real estate developers with respect to acquisitions, exchanges and sales, and advises with respect to income property tax minimization and deferral
  • Representation and related business and tax negotiation of our operating agreements, structured finance, and related and unrelated party joint ventures
  • Assists foreign nationals with pre-immigration and U.S. business planning with an emphasis on minimizing U.S. income and transfer taxes
  • Advises families and individuals on estate planning and wealth transfer techniques designed to minimize gift and estate taxes by utilizing both basic and sophisticated trust structures and family limited partnerships and limited liability companies
  • Extensive charitable nonprofit representation in connection with formation, obtaining and maintaining exempt status, and engaging in business transactions including for-profit joint ventures, low-income housing projects and charter school operations
  • Counsels businesses and individuals on sales and use tax nexus, and planning to avoid property tax reassessments
  • Advises businesses in connection with structuring and maintaining incentive plans, including stock option and bonus plans, to maximize founder and employee tax and economic benefits
  • Counsels closely held business owners on succession planning techniques and buy-sell agreements using life insurance and other features
  • Successful tax controversy representation in the areas of federal and state income tax, sales and use tax, and property tax

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