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CalCPA Protect Plus (The Group Insurance Trust)

CalCPA Protect Plus (The Group Insurance Trust)

5 Followers
41 SlideShares 0 Clipboards 5 Followers 2 Followings
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41 SlideShares 0 Clipboards 5 Followers 2 Followings

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...
Contact Details
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)
Img 0063
13 years ago • 340 Views
Articles on Amazon
12 years ago • 119 Views
Documents (39)
See all
CPAs as Trust Protectors
12 years ago • 683 Views
Changing Landscape: Are Aging Baby Boomers Ready for Retirement?
12 years ago • 434 Views
Estate Planning 101: What Every CPA Should Know
12 years ago • 454 Views
FLP Litigation
12 years ago • 403 Views
Natural Fiduciaries
12 years ago • 328 Views
FLP Audit Triggers: Family Limited Partnerships Raise Red Flags at IRS
12 years ago • 385 Views
Make Your Gifts Count
12 years ago • 197 Views
New Laws Complicate Estate Planning
12 years ago • 125 Views
When Your Tax Ship Comes In
12 years ago • 465 Views
It's Impossible to Avoid Death, But You Might Avoid Taxes
12 years ago • 394 Views
20 Common Estate Planning Mistakes to Avoid
12 years ago • 94 Views
Family Limited Partnerships in Financial and Estate Planning
12 years ago • 484 Views
Where There's A Will, There Are Mistakes
12 years ago • 371 Views
Planning for the Suddenly Wealthy
12 years ago • 416 Views
Beach Business Bank Advertisement
12 years ago • 364 Views
Breathe!
12 years ago • 386 Views
New Wealth Taxes
12 years ago • 107 Views
Legislation tra 2010 12 21_10_md_final
12 years ago • 375 Views
Time for a tuneup
11 years ago • 347 Views
Interact - Social Media Guide for CPAs
11 years ago • 528 Views
La magazine 5 star award
11 years ago • 940 Views
Taxing Thoughts
9 years ago • 400 Views
2013 tax on net investment income tips
9 years ago • 1433 Views
Stressed tax preparers find relief in mardi gras, massages
9 years ago • 438 Views
The CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
9 years ago • 515 Views
Estate planning 2014
9 years ago • 189 Views
Estate planning 2014
9 years ago • 201 Views
20 Common Estate Planning Mistakes to Avoid
9 years ago • 140 Views
20 Common Estate Planning Mistakes to Avoid
9 years ago • 318 Views
Estate planning 2014
9 years ago • 183 Views
Likes (1)
10 Steps to Improving Your LinkedIn Brand
Tom Humbarger • 7 years ago
  • Activity
  • About

Presentations (2)
Img 0063
13 years ago • 340 Views
Articles on Amazon
12 years ago • 119 Views
Documents (39)
See all
CPAs as Trust Protectors
12 years ago • 683 Views
Changing Landscape: Are Aging Baby Boomers Ready for Retirement?
12 years ago • 434 Views
Estate Planning 101: What Every CPA Should Know
12 years ago • 454 Views
FLP Litigation
12 years ago • 403 Views
Natural Fiduciaries
12 years ago • 328 Views
FLP Audit Triggers: Family Limited Partnerships Raise Red Flags at IRS
12 years ago • 385 Views
Make Your Gifts Count
12 years ago • 197 Views
New Laws Complicate Estate Planning
12 years ago • 125 Views
When Your Tax Ship Comes In
12 years ago • 465 Views
It's Impossible to Avoid Death, But You Might Avoid Taxes
12 years ago • 394 Views
20 Common Estate Planning Mistakes to Avoid
12 years ago • 94 Views
Family Limited Partnerships in Financial and Estate Planning
12 years ago • 484 Views
Where There's A Will, There Are Mistakes
12 years ago • 371 Views
Planning for the Suddenly Wealthy
12 years ago • 416 Views
Beach Business Bank Advertisement
12 years ago • 364 Views
Breathe!
12 years ago • 386 Views
New Wealth Taxes
12 years ago • 107 Views
Legislation tra 2010 12 21_10_md_final
12 years ago • 375 Views
Time for a tuneup
11 years ago • 347 Views
Interact - Social Media Guide for CPAs
11 years ago • 528 Views
La magazine 5 star award
11 years ago • 940 Views
Taxing Thoughts
9 years ago • 400 Views
2013 tax on net investment income tips
9 years ago • 1433 Views
Stressed tax preparers find relief in mardi gras, massages
9 years ago • 438 Views
The CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
9 years ago • 515 Views
Estate planning 2014
9 years ago • 189 Views
Estate planning 2014
9 years ago • 201 Views
20 Common Estate Planning Mistakes to Avoid
9 years ago • 140 Views
20 Common Estate Planning Mistakes to Avoid
9 years ago • 318 Views
Estate planning 2014
9 years ago • 183 Views
Likes (1)
10 Steps to Improving Your LinkedIn Brand
Tom Humbarger • 7 years ago
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...
Contact Details
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

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