Sonia M. Agee

Sonia M. Agee: Attorney with Ropers, Majeski, Kohn & Bentley A Professional Corporation
Attorney Awards

Biography

EXPERIENCE

Sonia M. Agee practices in the firm’s Business and Transactions Group. She focuses on tax-oriented planning for businesses, corporations, and individuals. Her clients include closely held businesses and corporations, exempt organization, entrepreneurs, investors and start-ups.

As part of the Business and Transactions Group, Sonia works with her clients to build, finance and sell their US and foreign operations, as well as the multitude of legal challenges encountered along the way. She has handled numerous cross-border acquisitions and sales and brought many companies from their inception to successful exits for founders and investors alike. Sonia advises companies in all aspects of corporate law, including entity formation, equity financing, technology licensing, corporate structuring, mergers & acquisitions, joint ventures, stock option and compensation planning, intellectual property protection, and negotiation and drafting of a wide scope of business contracts.

Sonia’s advanced tax background coupled with her corporate experience is particularly beneficial to her clients in the areas of mergers, acquisitions, and re-organizations as well as in the in the areas of tax planning and counseling, tax audits and controversy.

She also has experience handling international estate and income tax planning, including offshore entity formation and transactions. Sonia assists individuals and business owners with their estate planning needs, including wealth transfer planning, business succession planning, closely held business planning, charitable planning, and tax counseling. She also handles income and estate tax planning for foreign nationals

Sonia has been named by Northern California Super Lawyers magazine in the business and corporate field.

She is certified as a taxation specialist by the State Bar of California’s Board of Legal Specialization. She served four years as a commissioner on the State Bar of California’s Taxation Law Advisory Commission including a term as Chair of this taxation commission

Sonia is admitted to practice before the US Tax Court, the Ninth Circuit Court of Appeals as well as the U.S. District Court for the Northern District of California. She is a member of the State Bar of California, New York, Massachusetts, Washington D.C. and Washington. She received her B.A. from Boston University, her J.D. from Temple University in Philadelphia and a LL.M. in Taxation, with honors, from Golden Gate University in San Francisco.

News

•Operating Globally
Smart Business - December 15, 2011
Sonia M. Agee
Partner Sonja Agee discussed sidestepping legal landmines when expanding internationally in an article published in the December 2011 issue of Smart Business- Northern California edition.
•Estate and Tax Planners Expect a Bumper Year
California Lawyer - March 12, 2010
Sonia M. Agee
Estate planning Partner Sonia Agee was quoted in the article, “Estate and Tax Planners Expect a Bumper Year,” which forecasts an influx in estate planning business for attorneys in 2010.

Publications

•Attorney Retirement Plans - Do You Need More Than a 401(k)?
San Francisco Attorney - October 4, 2010
Sonia M. Agee
Partner Sonia Agee co-authored a byline article discussing attorney retirement plans that was published in the Fall 2010 issue of San Francisco Attorney.

Speaking Engagements

•Incorporation 101 and Taxation 101 for Startups
June 3, 2014
Presenters: Sonia M. Agee, Francois G. Laugier

(Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization)

Areas of Practice (11)

  • Taxation
  • Corporate Transactions
  • Corporate Governance/Partnership Disputes
  • Mergers & Acquisitions
  • International
  • Estate Planning & Wealth Management
  • Asset Protection
  • Non-Profit
  • Retail Industry Services
  • Business
  • Retail

Education & Credentials

Contact Information:
408-947-4889  Phone
408-918-4501  Fax
www.rmkb.com
University Attended:
Boston University, B.A.
Law School Attended:
Temple University, J.D.; Golden Gate University School of Law, LL.M.
Year of First Admission:
1993
Admission:
1996, Washington; 1996, District of Columbia; U.S. Court of Appeals for the Ninth Circuit; USDC: Northern District of California; U.S. Tax Court; 1993, California; 1994, Massachusetts; 1995, New York
Memberships:

MEMBERSHIPS & ASSOCIATIONS

•Santa Clara County Bar Association
•Santa Clara County Estate Planning Council

Certifications:
( Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization )
ISLN:
910304687

Peer Reviews

4.4/5.0
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

San Jose, California

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