First Admitted: 2005, California

Bar/Professional Activity:

California Supreme Court
Fellow, American Bar Foundation
San Francisco Tax Club, Member, 2015 through the present
Bay Area Young Tax Lawyers, Executive Committee Member, 2015 through 2016
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
Bar Association of San Francisco Barristers Board of Directors, Treasurer, 2015 through 2016; Director, 2014 through 2016
Bar Association of San Francisco, Member, 2008 through present
American Bar Association, Member, 2014 through present
California Lawyers Association (Formerly California State Bar), Governance Committee, 2020-2022
California Lawyers Association, Pro-Bono Initiative
California Lawyers Association, California Tax Lawyer Articles Editor (2019-2020)
California Lawyers Association, Webinars (2019)
California Lawyers Association, 2019-2020 DC Delegation Co-Chair (2018-2019), Chair (2020)
California Lawyers Association, Executive Committee, 2017-2020 term
California Lawyers Association, Taxation Section (Formerly California State Bar, Taxation Section)
U.S. District Court, all California Districts
U.S. Tax Court
U.S. Court of Federal Claims
U.S. Court of Appeals for the Ninth Circuit
U.S. Supreme Court

Verdicts/Settlements (Case Results):

Sanchez v. Comm’r, TC Memo 2014-174
Krotova v. Gonzales, 416 F.3d 1080 (9th Cir. 2005)
Brennan v. Comm’r, TC Memo 2012-187
Ashland v. Comm’r, TC Memo 2012-209
Knape v. U.S., 713 F.3d 1164 (9th Cir. 2013), cert. denied

Special Licenses/Certifications:

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

Honors/Awards:

Outstanding Volunteer, Justice and Diversity Center of The Bar Association of San Francisco (2015 to 2020)
Super Lawyers, Taxation, Northern California (2019-2024)
Avvo Rating 10.0 (Superb)

Educational Background:

LL.M. Taxation Law, Golden Gate University School of Law

Scholarly Lectures/Writings:

Severable Water Rights As IRC § 170 Charitable Deduction Property, Tax Notes State · June 20, 2022
You Might Be a Tax Return Preparer, If . . .: Golden Gate University, January 2014
Removing Tax Penalties Through Reasonable Cause Abatement: Contra Costa County Bar Association, June 2014
KALW 91.7 FM “Your Legal Rights”: Discussion of year-end tax tips for 2014, October 22, 2014
NASBTS 35th Annual Meeting: Roundtable discussion on professionalism and pro bono for tax lawyers at the National Association of State Bar Tax Sections 35th Annual Meeting, October 2014
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
KALW 91.7 FM “Your Legal Rights”: Affordable Care Act exemptions and penalties for 2015, January 2015
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
The Affordable Care Act for the Solo/Small Firm Practitioner: Bar Association of San Francisco, January 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: San Francisco Tax Club, September 2016
Everything You Want to Know About Tax Controversy Law But Are Afraid to Ask: Bay Area Young Tax Lawyers, November 2016
Introduction to Tax Controversy Training, A Training for Attorneys, CPAs, and Enrolled Agents: Bar Association of San Francisco Justice and Diversity Center, December 2016
Bridging the Gap Between California and Federal Controversy Practice, California State Bar Taxation Section, Tax Procedure & Litigation Committee, March 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, East Bay Tax Club, October 2017
Maximizing Tax Benefits in Employment Settlements for Plaintiffs and Defendants, Marin County Bar Association Employment Section, November 2017
Ethical and Professional Responsibilities in Maintaining a Tax Practice, California Young Tax Lawyers Sixth Annual Conference, May 2019
Update on International Tax Compliance, California Lawyers Association Annual Conference, October 2019
Tax Bootcamp, California Lawyers Association Taxation Section Annual Meeting, November 2022
"Your Legal Rights" - Year-End Tax Tips for 2014 Tax Returns, KALW · October 24, 2014
"Your Legal Rights" - The New Health Care Rules: Tax Returns, Taxes, Penalties, and Exemptions, KALW · January 14, 2015
Incorporeal Punishment: Corporate Suspension and Forfeiture for Tax Noncompliance, Contra Costa Lawyer · March 1, 2015
Provisions of the Affordable Care Act Mandate in a Nutshell, San Francisco Attorney Magazine · December 1, 2015
Interview: Sharyn Fisk, California Tax Procedure Journal · June 1, 2017
A Taxonomy Of Tax Professionals, Canadian Accountant · March 30, 2021

Jason Galek