Services
Our goal is to develop a close, long-term relationship with our clients so we can remain attentive to what they value most and understand their personal needs. This approach provides us insight on how to effectively help our clients succeed in pursuing the goals which are most meaningful to them.
Wealth Transfer Services
Estate Planning
Wills
Powers of Attorney & Advance Health Care Directives
Living Trusts
Multi-generational Dynasty Trusts
Life Insurance Trusts – premium financed life insurance planning
Trust & Administration
Trustee and beneficiary representation after the death of a trustor
Trust accounting preparation and review
Probate
Executor, interested party and beneficiary representation
Estate accounting preparation and review
Tax Services
Tax Return Preparation
Partnerships, LLCs, c-corporations, s-corporations, individuals, trusts, estate income, estate tax, gift tax
Personal Income Tax Planning
Capital gains
Operating losses
Rental Income
Interest deduction limitation maintenance
Business Tax Planning
Reorganizations: mergers, split-offs, spin-offs, conversions
Business liquidations, sale and purchase of assets and corporate stock
Accelerated depreciation
Stepped-up basis
Business aggregation planning for at-risk rules, passive activity rules, qualified business deduction rules, and interest deduction limitation rules
Transfer Tax Planning
Estate tax – generation skipping transfer tax – gift tax
GRATs, IGITs, charitable remainder trusts, gift trusts
Family limited partnerships
Family Banks
IRS and California FTB Audits
Business Services
Entity Formations
Ownership and management structures for general partnerships, limited partnerships, LLCs, c-corporations, s-corporations
Documentation of contributed property, debt and basis
Governance & Compliance
Bureaucratic filings
Observance of organizational formalities
Business Succession Planning
Business exit strategies – transitions of ownership
Integrated business exit planning with tax and estate planning
Real Estate Services
Structure Sales & Purchases
Residential, commercial, ag land
Promissory notes and deeds of trust
1031 transactions and reporting
Real Property Transfers
Transfers upon death of real property owner
Transfers to and from legal entities
Correct and update chain of title
Real Property Tax Planning
Real property tax reassessment exclusions
Reassessment appeals
Accounting Services
Accountings
Preparation, review and opinions on estate and trust accountings
Financial Statements
Preparation, review, maintenance and opinions of consolidated and segmented financial statements, asset schedules, balance sheets
Accounting System Design
General Ledger customization
Optimize financial and managerial reporting
Bookkeeping Support
Reconcile balances for different books – tax, accrual, cash, GAAP, hybrid
Balance maintenance: at-risk amounts, tax basis, capital accounts, EBITA, debt, special allocations, stock basis
Generate year-end adjusting and closing journal entries