Carol Schaner is a Partner in the Orange County office. Carol 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.
Carol 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).
Carol 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.
Carol 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.
Admissions
Memberships
- 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
Community Involvement
- Partnership for Philanthropic Planning (Orange County Chapter)