JERRY A. STEVENSON (SHAREHOLDER)

Mr. Stevenson is a results-oriented attorney-litigator with significant transactional and advocacy experience in matters related to taxation, business, estate planning, and real estate.  Over his career he has developed a proven track record in state and federal litigation before juries and the bench.  His reputation, experience and knowledge have made him highly effective at building and maintaining strong, positive relationships.

Prior to forming The Stevenson Law Group, Mr. Stevenson worked in the international accounting firm, Ernst & Young, LLP where he primarily provided tax and financial services to high net worth individuals.  Mr. Stevenson has had a successful and varied career.  He worked on Capitol Hill as an accounting systems engineer for The Congressional Black Caucus and retired from a successful career as a U.S. Marine Corps Officer.

Mr. Stevenson was responsible for the operation of a large tax and legal department which provided compliance services, tax consulting and controversy services; and civil legal services for members of the San Diego military community.  During his tenure Mr. Stevenson and his office were instrumental in a joint IRS-DoD investigation and prosecution of a multi-million dollar tax fraud scheme.  Mr. Stevenson also served as Senior Criminal Defense Counsel for the 3rd Marine Aircraft Wing comprised of almost 30,000 Marines in Southern California.  He has also had the opportunity to serve as deputy general counsel of another large command and Commander of a unit comprised of over 200 Marines and Sailors.  Mr. Stevenson has significant courtroom experience with over 150 trials before both judges and juries in both military and civilian tribunals.

Mr. Stevenson has advocated for hundreds of clients against the IRS and successfully reduced his clients’ tax burdens through various tax strategies.  Additionally, Mr. Stevenson has drafted over 5,000 estate tax plans and was instrumental in the formation and legal representation of several companies in Southern California and Florida.  His experience enables him to provide advice on a manifold of complex tax, business and individual issues that face his clients.

Mr. Stevenson is active in the San Diego Community as a member of the American Bar Association, San Diego County Bar Association, a board member for several non-profits, and a member of the San Diego Military Advisory Council.  Mr. Stevenson’s personal decorations include a distinguished Service Award from the American Bar Association, two Navy Commendation medals and several other military personal awards for high achievement.

Mr. Stevenson and his family are avid skiers and Mr. Stevenson spends much of his free time enjoying all that San Diego has to offer.

Education:

•    University of San Diego School of Law, L.L.M. Taxation
•    The George Washington Law School, J.D.
•    Purdue University, Krannert School of Management, B.S.M. (Accounting/Finance)

Court Admissions:

•    Supreme Court of California
•    Supreme Court of Florida
•    U.S. Tax Court
•    Navy-Marine Corps Court of Criminal Appeals
•    Court of Appeals for the Armed Forces