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Sonia M. Phanse

Sonia M. Phanse

Location:
Scottsdale, Arizona
Phone:
480-922-3933
480-447-1370
800-704-3026 (Toll Free)
Fax:
480-922-3969
Email:

Sonia Phanse earned her LL.M in taxation in 2005 and practices in the areas of state and federal taxation, business and estate planning, and tax structured business and real estate transactions, including structured financing. Sonia assists clients in organizing and structuring all types of joint venture relationships, including limited liability companies, corporations and partnerships.  In this context, Sonia has negotiated and prepared operating agreements, partnership agreements, shareholder agreements and related employment contracts for large and small business – from start-ups to established institutional clients and publicly traded entities.  Sonia’s experience includes highly complex real estate and business acquisitions, asset-based and unsecured financing and debt restructuring.  Sonia regularly advises clients on matters relating to capital gains planning, like-kind exchanges, cancellation of indebtedness income, U.S. taxation of foreign businesses and individuals, U.S. taxation of foreign-source income earned by resident individuals or U.S. corporations, and other tax centric transactional and business planning matters.

Sonia takes special pride in the creative and personal touch she brings to her estate planning practice. Whether assisting clients with the preparation of simple wills, or working with business owners and high net worth individuals to address complex tax, succession planning and asset protection issues, Sonia’s comprehensive training and experience, paired with her caring and insightful demeanor, ensure that her clients obtain the correct estate planning result in a thoughtful and confidential environment. Sonia’s full service estate planning practice includes the preparation of revocable and irrevocable wills and trusts, durable powers of attorney, health care powers of attorney and living wills, life insurance trusts, charitable trusts, succession plans for a closely held businesses, family limited partnerships and minor’s trusts.

Sonia is a Partner in the firm and was recognized as a Rising Star in the area of taxation by Southwest Super Lawyers® in 2013.

 

Areas of Practice

  • Business & Tax Planning
  • Entity Formation & Capitalization
  • Estate & Tax Planning & Asset Protection
  • Real Estate Lending & Finance
  • Wills & Trusts
  • Employment & Non-Competition Agreements
  • Shareholder Disputes
  • Collections, Creditor's Rights & Loan Deficiencies

Bar Admissions

  • California, 2005
  • U.S. Tax Court, 2005
  • Arizona, 2006
  • U.S. District Court District of Arizona, 2006
  • U.S. Court of Appeals 9th Circuit, 2006
  • Hawaii, 2011

Education

  • Golden Gate University School of Law, San Francisco, California
    • J.D. - 2004
  • Golden Gate University School of Law, San Francisco, California
    • LL.M. - 2005
    • Major: Taxation
  • University of Southern California
    • B.A. - 2000