Aubrey Hone is the founding partner of Hone Maxwell LLP. She concentrates her tax practice on the full spectrum of federal, state, and local tax issues, including tax planning and tax controversies involving civil and criminal claims.
Originally from Utah, Ms. Hone received her Bachelor of Science degree from the University of Utah in Accounting. She earned her Juris Doctorate and Master of Laws in Taxation from the University of San Diego School of Law, where she was recognized for her work representing low income taxpayers before the Internal Revenue Service. While in law school, Ms. Hone served as a research assistant to Professor Lester Snyder, a leading scholar in the area of tax policy, and received an outstanding service award from the Legal Aid Society of San Diego.
After finishing law school, Ms. Hone worked as an associate in the Transaction Advisory Services – Transaction Tax group at Ernst & Young LLP where she worked with large corporations and private equity funds to identify tax planning opportunities and hidden potential tax liabilities. Ms. Hone also worked for the Law Office of Richard Carpenter assisting on federal, state, and local tax disputes including audits, appeals and litigation before and against the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Employment Development Department (EDD), California Board of Equalization (BOE), and other state taxing authorities.
With Ms. Hone’s unique tax experience and background, she works closely with clients to identify planning opportunities and tax compliance issues; her training and expertise are crucial for a successful resolution should a tax dispute arise.
Ms. Hone currently serves on the Board of Directors for the National Center for Lesbian Rights. She lives in San Francisco with her partner Amanda.
Admitted to Practice:
- State of California
- United States Tax Court
- U.S. District Court, Northern District of California
- U.S. Court of Appeals, Ninth Circuit
- University of San Diego School of Law, Master of Laws in Taxation (LL.M.), 2008
- University of San Diego School of Law, Juris Doctorate, 2007
- University of Utah, Bachelor of Science in Accounting, 2004
- State Bar of California
- State Bar of California Taxation Section
- Bar Association of San Francisco Taxation Section
- Executive Committee, State Bar of California Tax Procedure & Litigation Committee 2015
- Co-Chair, Executive Committee, Bay Area Young Tax Lawyers 2012 – 2014
- Adjunct Professor, Golden Gate University School of Law, Federal Tax Litigation, Spring 2014
- Adjunct Professor, Santa Clara University School of Law, Accounting for Lawyers, Fall 2012
- Adjunct Professor, Santa Clara University School of Law, Family Wealth Transfers, Spring 2012
- Outstanding Volunteer Award, Bar Association of San Francisco, 2013 – 2014
- Outstanding Volunteer in Public Service Award, Bar Association of San Francisco, 2012 – 2014
- Volunteer Appreciation Award, AIDS Legal Referral Panel, 2011 – 2014
- Volunteer of the Month, San Francisco LGBT Community Center, March 2011
- Wiley M. Manuel Award for Pro Bono Legal Services, State Bar of California, 2008
- Outstanding Service Award, Legal Aid Society of San Diego, 2008
Publications and Presentations:
- Article: Proving a Negative: What Is Reasonable Cause?, Tax Notes, September 2015
- Lecturer: Mortgage Interest Deduction Limitation: Yet Another Reason Not to Get Married, Contra Costa County Bar Association Family Law Section, September 2015
- Lecturer: Estate and Tax Planning for Same Sex Couples, All-Star Financial Group Winter Meeting, January 2015
- Lecturer: Tax Court Boot Camp, Annual Meeting of the California Tax Bar and California Tax Policy Conference, November 2014
- Lecturer: Tax Enforcement: Civil Tax Litigation, Golden Gate University School of Law, Chinese Tax Officials Delegation Event, July 2014
- Lecturer: Navigating IRS Collection Procedures: From Assessment to Resolution, AIDS Legal Referral Panel MCLE Event, November 2013
- Lecturer: Tax and Family Law Issues: The Fundamentals, Annual Meeting of the State Bar of California, September 2011
- Lecturer: Registered Domestic Partners and Same-Sex Married Couples: Federal Tax Law Update, Annual Meeting of the State Bar of California, September 2011
- Lecturer: From Return Preparation to Tax Dispute Defense: What You Need to Know When Representing LGBT-Identified, HIV-Positive, and Low-Income Taxpayers, AIDS Legal Referral Panel MCLE Event, May 2011
- Article: When “Married” Isn’t “Married”: Federal Tax Laws and Same-Sex Couples, Tax Procedure and Litigation Committee Newsletter – Taxation Section of the State Bar of California, May 2011