Brent  Lance
  • Estate Planning, Tax Law
  • California
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BRENT LANCE, LL.M. (Tax-NYU), has 43+ years of experience in California, Cross-border and International Tax matters. His experience includes seven years practicing international and California tax law at Baker & McKenzie, the world’s largest international law firm and five years leading an international tax consulting group as a partner of KPMG, the world’s largest international accounting and consulting firm. The balance of Mr. Lance’s 43+ years of cross-border tax and legal experience was earned by advising “snowbirds,” “expats,” international business owners, international investors and others with cross-border lifestyles in the boutique law firm he founded in Palm Desert 28 years ago.

Mr. Lance has decades of experience assisting US, Canadian and other clients to avoid tax residency in California, including planning to avoid disadvantageous information disclosures and tax-effective structuring of cross-border vacation home purchases. If you do draw the attention of the tax authorities here, Mr. Lance has successfully handled many FTB Form 4600 inquiries requesting the filing of a California tax return and defended residency tax audits and tax assessments.

Mr. Lance also routinely assists client desiring longer stays in California with pre-residence tax planning and the establishment of California businesses. In such cases, Mr. Lance coordinates the U.S. requirements of a cross-border lifestyle or business with applicable home country (or home state or province) legal and tax requirements to create the most tax efficient structure. Additionally, Mr. Lance routinely assists California and other high-tax state residents with planning domicile and residence changes, as well as with departure tax planning for relinquishment of U.S. lawful permanent residence by current and possible future long-term residents, as well as expatriation tax planning for U.S. citizens.

New York University School of Law
LL.M. | International Tax
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Loyola Law School, Los Angeles
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California State University - San Diego State University
B.S. | Accounting, Business Management
California State University - San Diego State University Logo
Professional Experience
Founder - Cross-Border Tax Attorney
Lance Crossborder Law and Tax
- Current
California Tax Planning, California Residency Avoidance, Domicile and Residence Changes, International Cross-Border Tax Planning, Canada - US Tax Planning
International Tax Partner
Partner in charge of International Tax Department in Orange County, California office
Cross-Border Tax Attorney
Baker & McKenzie LLP
California Residency, International Tax Planning, International Estate Planning
Speaking Engagements
Cross-Border Estate Planning for Canadians, Palm Desert
Lance Cross-Border Law and Tax
Options for structuring estate plans for Canadian investors having investments in California, with emphasis on the best way to hold title to a California vacation residence
Avoiding California Tax Residency While Living Part-Time in California, Palm Desert
Lance Crossborder Law and Tax
Topics: California Cross-border "Lifestyle Planning", information disclosure avoidance (i.e., “Staying Below the Radar”) and asset and income restructuring to reduce vulnerability to a California residence determination
Professional Associations
California State Bar  # 94068
- Current
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Jurisdictions Admitted to Practice
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Practice Areas
Estate Planning
Trusts, Wills
Tax Law
Business Taxes, Estate Tax Planning, Income Taxes, International Taxes, Property Taxes, Tax Appeals, Tax Audits, Tax Planning
  • English: Spoken, Written
Websites & Blogs
Brent Lance's Website Profile
Lance Crossborder Law and Tax Website
California Residency Tax Law Blog
Contact & Map
Lance Crossborder Law and Tax
73255 El Paseo
Palm Desert, CA 92260
Telephone: (760) 578-5093
Fax: (760) 406-6001