As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.
I am an Accredited Estate Planner, and a member of the National Association of Estate Planners and Councils. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.
I gauge our worth by the personal and business successes of our clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which I provide consulting services:
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies. I can represent clients throughout the audit process, and I am admitted to practice before the United States Tax Court. I have many years of experience in the IRS and California State Board of Equalization appeals process.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Bring us your important documents to notarize.
Contract Preparation, Evaluation and Negotiation
I can assist you in preparing, reviewing, evaluating and negotiating contracts.
I can assist you in the selection and formation of your new business: Proprietorships, Partnerships, Limited Liability Companies and Corporations.
I have many years of experience with charitable entities, and can discuss whether a charitable lead trust, a charitable remainder trust or a charitable foundation should be part of your estate planning program.
Family Limited Partnerships
Family limited partnerships can be an effective estate planning device to pass on ownership to a second generation of owners. Please call me to discuss the benefits of a family limited partnership. I can assist you in discussing the benefits of such an entity, and can prepare and file the necessary forms.
Offers in Compromise
Through the Federal and California Offer in Compromise Programs, you may be able to obtain relief from tax liabilities you are unable to meet, or negotiate an orderly payment process. I am experienced in Offers in Compromise, and can advise and assist you through the process.
General Business Law
I will consult with you in all areas of general business law. In those areas in which I do not practice, I can refer you to a qualified attorney in the field.