Bruce O’Brien is a Certified Specialist in Taxation Law (State Bar of California Board of Legal Specialization) whose practice involves all aspects of Federal and State taxation, with particular emphasis on tax controversies, partnerships, limited liability companies, and business planning.
His tax controversy practice involves representing taxpayers before the Internal Revenue Service, Franchise Tax Board, and State Board of Equalization, as well as in the United States Tax Court and other federal and state tax forums.
Mr. O’Brien’s practice also includes estate planning, trusts and wills, and probate. He has prepared hundreds of estate plans ranging from simple wills and trusts to complicated plans involving family limited partnerships, lifetime gifting programs, charitable trusts, and other sophisticated estate reduction techniques.
Mr. O’Brien has served on the Executive Committee of the Taxation Section of the State Bar of California. He is a past chair of the Taxation Section of the San Diego County Bar Association.
He is a co-founder and was the Chair (1995-2004) of the Tax Court Pro Se Taxpayer Program in San Diego, which provides pro bono legal services to taxpayers in Tax Court who are not represented by counsel.
Mr. O’Brien has served on numerous civic and charitable boards and organizations. He was a member of the inaugural Advisory Boards for the San Diego High School and Scripps Ranch High School Academies of Finance.
Mr. O’Brien served ten years as a member of the Scripps Ranch High School Foundation Board of Directors.