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
flp
transfers
exclusions
gift tax
spousal communication
personal finance
money
communication
articles
accounting
flps
bank
beach business bank
planning
wealthy
sudden wealth
windfall
inheritance
reform
tips
will
mistakes to avoid
cutma
tax changes
income tax deductions
tax fraud
executor
fidcuiary roles
trustee
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
See more
Presentations
(2)Documents
(39)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
flp
transfers
exclusions
gift tax
spousal communication
personal finance
money
communication
articles
accounting
flps
bank
beach business bank
planning
wealthy
sudden wealth
windfall
inheritance
reform
tips
will
mistakes to avoid
cutma
tax changes
income tax deductions
tax fraud
executor
fidcuiary roles
trustee
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
See more