An 80% Tax Bracket? Beware the Hidden Tax Trap of IRD: Discusses the possibility of extremely high estate and income taxes applicable to “income in respect of a decedent.” Published in the December 2003 issue of California CPA Magazine
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.