Personal Information
Organization / Workplace
Greater Los Angeles Area, CA United States
Industry
Accounting / Auditing
Website
mbacpas.com
About
My expertise is dealing with the problems of wealth. Specifically I work with wealth management and protection, including protection from taxes (both income and estate taxes). Wealth protection has required that I have a background in Estate Planning as well as Estate Taxation.
My professional goal is to work for a limited number of wealthy families, and that is how my practice has been focused for the past 25 years.
Specialties: Income and Estate Tax return compliance (preparation of tax returns) and planning; dealing with agents of taxing authorities; serving as trustee or executor as needed; and representing clients as a "buyer's representative" with respect to investments, insuran...
Tags
estate planning
financial planning
cpas
wealth
taxes
estate tax
economic growth and tax relief reconciliation act
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transfers
exclusions
gift tax
spousal communication
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beach business bank
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wealthy
sudden wealth
windfall
inheritance
reform
tips
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mistakes to avoid
cutma
tax changes
income tax deductions
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executor
fidcuiary roles
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gifts
appreciated property
extended payout
audit triggers
retirement plan distributions
trust protectors
revenue ruling
pension rescue
federal estate tax
baby boomers
income in respect of decendent
ird
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