Carol Schaner is a partner in the Orange County office. Ms. Schaner is a Certified Tax Specialist from the California Board of Legal Specialization, as well as a Certified Public Accountant. Her practice focuses on taxation (planning and controversy), business planning, charitable giving, representation of nonprofit tax-exempt organizations, and estate planning.
Ms. Schaner has been appointed to numerous leadership positions in her profession, including serving as a member of the California Board of Legal Specialization (2005-2008), the Chair of the California Board of Legal Specialization Taxation Law Advisory Commission (2002-2003), a member of the California Board of Legal Specialization (2002-2003), and a member of the Taxation Law Advisory Commission (2000-2003).
Ms. Schaner has served as an adjunct faculty member at Chapman University Dale E. Fowler School of Law teaching Federal Estate and Gift Taxation, and Tax-Exempt Organizations; The Academy of Multidisciplinary Practice, Inc. at Michigan State University; and at The Heritage Institute.
Ms. Schaner has an extensive record of published articles, journals, research letters, and regulatory advisories, as well as being a frequent speaker at many local and national legal, business, and community service organizations.
State Bar of California
American Bar Association (Sections of Taxation and Real Property, Probate and Trust Law)
Orange County Bar Association (Sections of Taxation and Real Property, Probate and Trust Law)
Fellow of the Esperti Peterson Institute
Partnership for Philanthropic Planning (Orange County Chapter)