About Wendy Anne

Wendy Anne Bleiman is a dedicated tax attorney at Coblentz Patch Duffy & Bass LLP, located at 1 Montgomery Street, Suite 3000, in San Francisco, California. A member of the State Bar of California since 1985, she has built a robust career focused on tax controversy, exempt organizations, and estate planning. The firm is well-regarded for its expertise in these areas, serving clients throughout the Bay Area. Wendy earned her Juris Doctor (J.D.) from the University of California College of the Law, San Francisco, in 1984. This institution, formerly known as Hastings College of the Law, is recognized for its rigorous legal education. Prior to her law degree, she obtained a Bachelor of Arts (B.A.) in Philosophy from the University of California, Berkeley.

Her academic background has provided her with a solid foundation for her legal career, emphasizing critical thinking and analytical skills. During her time in law school, Wendy worked by clerking for the U.S. District Court for the Northern District of California. This role allowed her to observe the judicial process firsthand and understand the details of federal law. Today, her practice primarily involves supervising audits conducted by the Internal Revenue Service (IRS) and various state and local taxing authorities. She adeptly represents clients at IRS Appeals and other administrative proceedings, as well as at Tax Court, addressing many issues including federal income, estate.

Gift taxes, alongside state and local income, franchise, property, and sales tax matters. Wendy has successfully obtained private rulings, offers in compromise, and penalty abatements for her clients. Her expertise extends to assisting clients in qualifying for structured voluntary disclosure and tax amnesty programs—an invaluable service for those navigating complex tax situations. Before her tenure at Coblentz Patch Duffy & Bass LLP, she served as Of Counsel in the Tax, Trusts & Estates Group at Jeffer Mangels Butler & Mitchell LLP in Los Angeles, further enhancing her experience in tax law. In addition to her practice, Wendy has contributed to legal education as an adjunct professor at Golden Gate University School of Law in both San Francisco and Los Angeles. She has taught various courses, including Characterization, Partnership Tax, Tax Procedure, and Tax Policy.

Furthermore, she managed the LL.M. Tax program in Los Angeles during the final years of her affiliation with the institution. Fluent in English and conversational Spanish, Wendy Bleiman continues to be an influential figure in the field of tax law, combining her extensive knowledge with a commitment to client service.

Education

University of California College of the Law, San Francisco

J.D.

1984

University of California - Berkeley

A.B.

Languages

English (Spoken)

Accepted Jurisdictions

California

Court Admissions

U.S. District Court for the Northern District of California U.S. District Court

Types of Cases Handled

Tax controversy Exempt organizations Estate planning

Legal Services Scope

Audits IRS Appeals Administrative proceedings Tax Court

Office Locations

Main Office

 1 Montgomery St 3000 SF CA 94104