Jason J. Galek

Of Counsel

Jason is a board-certified tax specialist with an LL.M. in Taxation, assisting individuals and businesses through the complexities of federal and California tax planning, employment tax matters, international tax issues, and tax controversy and litigation matters. Jason delivers meticulously tailored solutions to achieve each client’s optimal outcome.

Experience

Federal and California tax planning
Employment tax
International tax
Tax disputes, audits, litigation, appeals,
Individual taxation
Business taxation
Tax compliance
Tax strategy

Credentials

Certification

Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization

Admissions

State Bar of California
U.S. District Court (All California Districts)
Ninth Circuit Court of Appeals
U.S. Tax Court
U.S. Court of Federal Claims
U.S. Supreme Court

Education

LL.M. Taxation – Golden Gate University School of Law
J.D. – University of the Pacific, McGeorge School of Law
B.A. – University of California, Berkeley

Teaching

Golden Gate University School of Law – Real Estate Taxation (2016 – 2020)

Publication and Presentations

Severable Water Rights As IRC § 170 Charitable Deduction Property, Tax Notes State (June 20, 2022).
A Taxonomy Of Tax Professionals, Canadian Accountant (Mar 30, 2021).
Quick Point, California’s Efforts to Adopt “First Time Abate” Penalty Relief, California Tax Lawyer (Volume 26, Number 3, 2017).
Interview: Sharyn Fisk, California Tax Procedure Journal (June 1, 2017).
Provisions of the Affordable Care Act Mandate in a Nutshell, San Francisco Attorney Magazine (December 2015).
Incorporeal Punishment: Corporate Suspension and Forfeiture for Tax Noncompliance, Contra Costa Lawyer, Tax Edition, Vol. 28, Number 2 (March 2015).

Speaking Engagements

Tax Bootcamp, California Lawyers Association Taxation Section Annual Meeting, November 2022.
Update on International Tax Compliance, California Lawyers Association Annual Conference, October 2019.
Ethical and Professional Responsibilities in Maintaining A Tax Practice, California Young Tax Lawyers Sixth Annual Conference, May 2019.
Maximizing Tax Benefits in Employment Settlements for Plaintiffs and Defendants, Marin County Bar Association Employment Section, November 2017.
Bridging the Gap Between California and Federal Controversy Practice, East Bay Tax Club, October 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, California State Bar Taxation Section, Tax Procedure & Litigation Committee, March 2017.
Introduction to Tax Controversy Training, A Training for Attorneys, CPAs, and Enrolled Agents: Bar Association of San Francisco Justice and Diversity Center, December 2016.
Everything You Want to Know About Tax Controversy Law But Are Afraid to Ask: Bay Area Young Tax Lawyers, November 2016.
The Affordable Care Act for the Solo/Small Firm Practitioner: San Francisco Tax Club, September 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: Bar Association of San Francisco, January 2016.
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.
KALW 91.7 FM “Your Legal Rights”: Affordable Care Act exemptions and penalties for 2015, January 2015.
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.
NASBTS 35th Annual Meeting: A roundtable discussion on professionalism and pro bono for tax lawyers was held at the National Association of State Bar Tax Sections 35th Annual Meeting in October 2014.
KALW 91.7 FM “Your Legal Rights”: Discuss year-end tax tips for 2014, October 22, 2014.
Removing Tax Penalties Through Reasonable Cause Abatement: Contra Costa County Bar Association, June 2014.
You Might Be a Tax Return Preparer, If . . .: Golden Gate University, January 2014.

Professional & Community Contributions

Professional Contributions

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.
Bay Area Young Tax Lawyers, Executive Committee Member, 2015 through 2016.
California Lawyers Association, Governance Committee, 2020-2023.
California Lawyers Association, Taxation Section, Executive Committee, 2017-2020 term, 2019-2020 DC Delegation C0-Chair (2018-2019) Chair (2020), Webinars (2019), California Tax Lawyer Articles Editor (2019-2020), Pro-Bono Initiative.
San Francisco Tax Club, Member, 2015 through present.

Community Contributions

American Bar Association National Virtual Settlement Day, Volunteer Attorney (2019 – present).
Bar Association of San Francisco Justice and Diversity Center, Day of Docket Clinic (2015 – present).
California Lawyers Association, Taxation Section, Office of Tax Appeals, Volunteer Attorney (2020-present).

Area of Practice

Taxation
Tax Controversy & Litigation

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