About Henry Daniel

Henry Daniel Lively is a tax attorney licensed to practice in California. He was admitted to the State Bar of California in 1998, holding. His license is currently active. Mr. Lively is the managing partner at The Lively Law Group, PC, a law firm located in Irvine, California. He has been practicing law for over 27 years, serving clients throughout Southern California.

Mr. Lively earned his Juris Doctor degree from Western State College of Law at Argosy University in 1993. He furthered his legal education by obtaining a Master of Laws (LL.M.) in Taxation from Chapman University Fowler School of Law in 2003. Prior to his legal studies, he completed his undergraduate education at California State University, Northridge, earning a Bachelor of Science in Business/Accounting in 1979.

Mr. Lively specializes in tax law and estate planning. He represents clients in matters involving tax disputes with agencies such as the IRS, FTB, EDD, and BOE, as well as in court proceedings. His estate planning practice includes drafting trusts, wills, powers of attorney, and other related documents. He is a certified tax specialist by the State Bar of California Board of Legal Specialization and is also a Certified Public Accountant (CPA).

Throughout his career, Mr. Lively has handled numerous cases, including favorable reductions of tax liabilities and successful negotiations with the IRS. He has appeared before various courts, including the United States Tax Court, representing clients in tax-related matters. In addition to his legal practice, he has served as an adjunct professor at Whittier Law School from 2009 to 2016, teaching courses related to tax law.

Mr. Lively is an active member of several professional organizations, including the State Bar of California, the American Bar Association, and the Orange County Bar Association. He has served on the Tax Policy Committee of the State Bar of California, holding positions as Vice-Chair and Chairman. He is also involved in community service, serving on the Board of Directors for the J Serra Catholic High School Hockey Program and the Apartment Association Southern Cities. Additionally, he holds certifications as a Notary Public and a Real Estate Broker in California.

Education

Chapman University Fowler School of Law

LL.M. | Taxation

2003

Western State College of Law at Argosy University

J.D. (1997) | Law

1993

California State University - Northridge

B.S. (1983) | Business/Accounting

1979

Experience

Tax Law Professor

Whittier Law School
2009

Tax Lawyer

The Lively Law Group
1998

Managing Partner

Lively & Associates
1993

Chief Financial Officer

WesTrend
1990

Tax Manager/Controller

Griffin Companies
1987

Tax Consultant

EY Kenneth Leventhal & Company
1983

Accepted Jurisdictions

California

Court Admissions

United States Tax Court Admitted 1998

Types of Cases Handled

Tax disputes Estate planning

Legal Services Scope

Hearings Litigation Negotiations

Certifications & Awards

Taxation Law

California State Bar

CPA

California State Board of Accountancy

Professional Associations

J Serra Catholic High School Hockey Program

Board of Directors 2009 - Current

State Bar of California Tax Litigation Committee

has membership 2008 - Current

American Association of Lawyer / CPA s

has membership 2008 - Current

Orange Coast Estate Planning Council

has membership 2006 - Current

State of California

Notary Public 2006 - Current

Apartment Association California Southern Cities

Board of Directors 2004 - Current

Orange County Bar Association

has membership 1998 - Current

American Bar Association

has membership 1998 - Current

Orange County Bar Association Tax Committee

has membership 1998 - Current

United States Tax Court

Admitted 1998 - Current

California Department of Real Estate

Real Estate Broker 1985 - Current

State Board of Accountancy

Certified Public Accountant 1983 - Current

Office Locations

Main Office

 4675 MacArthur Ct. Suite 550 Newport Beach CA 92660