Areas We Serve
Allmon, DiBernardo & Associates serves clients nationwide with top-tier financial expertise.
Wherever Your Goals Lead, We’re Here to Help You Achieve Them
Allmon, DiBernardo & Associates proudly serves financially successful business owners, individuals and families, and real estate investors nationwide, providing personalized tax planning, wealth-building, and accounting services. Our headquarters are in Manhattan Beach, CA, with a second location in Rancho Palos Verdes, allowing us to work seamlessly with clients locally and across the country. Whether you’re navigating complex tax regulations, planning generational wealth, or optimizing investments, our experienced team is dedicated to building tailored strategies that align with your vision and ensure a prosperous future.
Guiding Your Financial Success With Expertise and Foresight
Since our founding in 1988, the Allmon DiBernardo team has specialized in guiding clients toward lasting financial success. Our bespoke services include exit planning to facilitate seamless transitions, capital gains planning to enhance returns, income tax and business planning for optimized tax efficiency, and estate planning to secure generational wealth for those who matter most to you.
With comprehensive accounting services, including strategic business advisory, budget forecasting, and bookkeeping, our team delivers solutions that align with your unique goals. We help you preserve wealth, minimize liabilities, and build an endured legacy.
Seamless Transition & Wealth Retention: A Client Success Story
This case study highlights how Allmon DiBernardo guided a successful consulting firm founder through a tax-efficient business sale, ensuring maximum wealth retention for his family’s future.
Problem Our Client Faced
Richard, the founder of a successful consulting firm built over the last decade, was ready to sell his business to focus on enjoying his success with his family. With three established companies and a net worth of over $5 million, Richard was concerned about the potential tax implications of selling his firm, including a significant capital gains tax impact. Seeking expert advice, he turned to Allmon, DiBernardo & Associates for guidance on the most tax-efficient exit strategy to preserve his wealth and support his family’s financial future.
Solution We Implemented
Our approach centered on proactive business planning and tax strategy. First, we conducted a detailed assessment of Richard’s financial landscape, focusing on his goals for the sale and long-term retirement needs. We then created a series of scenario analyses to illustrate potential tax outcomes, considering various exit strategies. Working collaboratively, we devised a basis maximization strategy tailored to his situation. This advanced approach was designed to reduce capital gains liability upon exit, allowing Richard to retain more of the value he had built in his firm.
Additionally, our team provided succession planning guidance, retirement planning support, and ongoing tax preparation to ensure a seamless transition while positioning Richard for a financially secure retirement. Each aspect of the strategy was tailored to maximize his wealth retention and support his vision for his family’s future.
Results of Our Strategy
With Allmon DiBernardo’s customized exit strategy, Richard successfully sold his business while eliminating nearly all capital gains tax on the sale. Our basis maximization strategy allowed him to retain a substantial portion of his wealth, far exceeding initial expectations. Richard achieved his goal of securing a comfortable retirement. He could now focus on family and other interests, confident in the legacy he built and the wealth preserved for generations to come.
Let’s Discuss Your Tax Planning and Accounting Needs
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