Jason Galek JD, LLM (US Tax)

Certified Specialist, Taxation, State Bar of California Board of Legal Specialization
US Tax Lawyer

“You've got to know when to hold 'em, know when to fold 'em, know when to walk away, and know when to run. You never count your money when you're sittin' at the table. There'll be time enough for countin' when the dealin's done.” - Kenny Rogers

Jason brings 25 years of experience in the legal field, focusing the last 13 years exclusively to the practice of tax law, concentrating primarily on tax controversy, litigation and planning. Jason is certified by the California Board of Legal Specialization as a specialist in taxation law, holds an LL.M. from Golden Gate University, where he also taught as an adjunct professor for several years, and is actively involved in the California Tax Bar. Jason combines solid knowledge, practical experience and technical expertise with creativity, when appropriate, and well-honed analytical skills to obtain the maximum tax benefit for clients.

Contact Information

Jason Galek JD, LLM (US Tax)
Certified Specialist, Taxation, State Bar of California Board of Legal Specialization
US Tax Lawyer

403.693.5103

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Areas of Expertise

  • Estate planning
  • International tax planning
  • Personal tax planning
  • Tax controversy, litigation, and dispute resolution
  • US taxation services
  • Qualifications

    • Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization, 2014
    • Golden Gate University School of Law, LL.M. Taxation, 2008
    • University of the Pacific, McGeorge School of Law, J.D., 2005
    • University of California, Berkeley, B.A., English Literature, 1996
    • Court Admissions:
      • California Supreme Court (California Bar No. 239638).
      • US Supreme Court.
      • US Court of Appeals for the Ninth Circuit.
      • US Court of Federal Claims.
      • US Tax Court.
      • US District Court, all California districts.
  • Professional affiliations

    • California Lawyers Association (Formerly California State Bar), Access to Justice (A2J) Committee, 2020-2022.
    • California Lawyers Association (Formerly California State Bar), Governance Committee, 2020-2022.
    • California Lawyers Association, Taxation Section (Formerly California State Bar, Taxation Section), Executive Committee, 2017-2020 term, 2019-2020 DC Delegation C0-Chair (2018-2019) Chair (2020), Webinars (2019), California Tax Lawyer Articles Editor (2019-2020), Pro-Bono Initiative.
    • American Bar Association, Member, 2014 through present.
    • American Bar Foundation, Fellow, 2016 through present.
    • Asian American Bar Association of the Greater Bay Area, Member 2017 through present.
    • Bar Association of San Francisco, Member, 2008 through present.
    • Bar Association of San Francisco Barristers Board of Directors, Treasurer, 2015 through 2016; Director, 2014 through 2016.
    • Bar Association of San Francisco, Taxation Section, Executive Committee Member, 2016 through 2017.
    • Bar Association of San Francisco Barristers Taxation Section, Chair, 2013; Vice-Chair, 2012.
    • Bay Area Young Tax Lawyers, Executive Committee Member, 2015 through 2016.
    • San Francisco Tax Club, Member, 2015 through present.
  • Recognition

    • Super Lawyers Selectee – 2019 & 2020 Northern California, Taxation
    • Outstanding Volunteer 2015, 2016, 2017, 2018, 2019, 2020, Bar Association of San Francisco Justice and Diversity Center, San Francisco, California.
  • Speaking Engagements

    • Update On International Tax Compliance, California Lawyers Association Annual Conference, October 2019.
    • Ethical And Professional Responsibilities In Maintaining A Tax Practice, California Young Tax Lawyers Sixth Annual Conference, May 2019.
    • Maximizing Tax Benefits In Employment Settlements For Plaintiffs And Defendants, Marin County Bar Association Employment Section, November 2017.
    • Bridging The Gap Between California And Federal Controversy Practice, East Bay Tax Club, October 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, California State Bar Taxation Section, Tax Procedure & Litigation Committee, March 2017.
    • Introduction To Tax Controversy Training, A Training For Attorneys, CPAs, And Enrolled Agents: Bar Association Of San Francisco Justice And Diversity Center, December 2016.
    • Everything You Want To Know About Tax Controversy Law But Are Afraid To Ask: Bay Area Young Tax Lawyers, November 2016.
    • The Affordable Care Act For The Solo/Small Firm Practitioner: San Francisco Tax Club, September 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 : Bar Association Of San Francisco, January 2016.
    • Affordable Care Act Penalties And Exemptions, Navigating The Mandate: Bay Area Young Tax Lawyers, Golden Gate University, March 2015.

    • KALW 91.7 FM “Your Legal Rights”: Affordable Care Act Exemptions And Penalties For 2015, January 2015.
    • 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.
    • 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.
    • KALW 91.7 FM “Your Legal Rights”: Discussion Of Year-End Tax Tips For 2014, October 22, 2014.
    • Removing Tax Penalties Through Reasonable Cause Abatement: Contra Costa County Bar Association, June 2014.
    • You Might Be A Tax Return Preparer, If . . .: Golden Gate University, January 2014.
  • Publications

    • Quick Point, California’s Efforts to Adopt “First Time Abate” Penalty Relief, California Tax Lawyer (Volume 26, Number 3, 2017)
    • Provisions of the Affordable Care Act Mandate in a Nutshell, San Francisco Attorney Magazine (December 2015).
    • Incorporeal Punishment: Corporate Suspension and Forfeiture for Tax Noncompliance, Contra Costa Lawyer, Tax Edition, Vol. 28, Number 2 (March 2015).
  • Community Involvement

    • Bar Association of San Francisco Justice and Diversity Center, San Francisco, California, Volunteer Attorney, April 2015 through present. Day of Docket Clinic at US Tax Court to assist unrepresented petitioners through the Justice.
    • Golden Gate University School of Law In Vino Veritas Mock Trial Competition, Evaluator (2017-2020)
    • Hanson Bridget 1L Interview Workshop, Interviewer (2016-2020)
    • San Francisco Assessor Carmen Chu's Family Wealth Forum, Volunteer Tax Attorney (2018-2019)