Certified as a specialist in taxation law by the State Bar of California, Mr. Andersen has practiced tax law with Carr, McClellan since 1977. He specializes in federal and California income tax planning for business, real estate and financial transactions. When a transaction may have significant tax consequences for a client, Mr. Andersen works with the firm's corporate, health care and real estate attorneys to conduct tax analysis and planning. Additionally, he works closely with the firm's Estate Planning, Trusts and Wealth Transfer Group in estate tax minimization strategies such as family limited partnerships and family limited liability companies. Mr. Andersen's experience also includes handling tax disputes with the IRS, California Franchise Tax Board and the California Board of Equalization including audits, administrative appeals, litigation, and collection matters.

Special Expertise

• Federal and California income tax planning
• Tax-exempt organizations
• California property tax
• Documentary transfer tax
• Sales and use tax

Academic Credentials

• J.D., Stanford University
• M.A., University of Wisconsin-Madison
• B.S., Northwestern University
• State Bar of California Certified Specialist in Taxation Law (1987-Present)

Professional Affiliations

• State Bar of California
• American Bar Association, Taxation Section

Civic Affiliations

• Blood Centers of the Pacific (San Francisco, CA), Trustee and Board Chairman
• Blood Services, Inc. (Scottsdale, AZ), Trustee
• Burlingame Rotary Club, Board Director and Former President (1991-1992)
• First Presbyterian Church of Burlingame, Elder
• Peninsula Memorial Blood Bank (Burlingame, CA), Former Board Chairman (1990-1998) and Trustee (1982-1998)

Honors and Awards

• Selected to the 2008, 2009, and 2010 Northern California Super Lawyers® list