Whether your tax situation is complex or simple, our professionals have the capabilities to develop creative solutions. We are committed to understanding each client’s specific circumstances and goals so that we can help to minimize your tax exposure.
Our tax planning can be multi-faceted, involving several entities and personal interests, or focused on a specific entity. These services include:
- Short and long-term business and individual tax planning
- California and multi-state tax planning
- Planning and structuring for complex business or personal transactions
- Mergers and acquisitions tax planning
- Tax-free real estate exchanges
- Family tax planning and business succession planning
- Estate tax planning
- Charitable remainder trusts
- Consulting on payroll, sales and excise taxes