Plan Now To Prevent Problems Later
Our law firm focuses its practice on serving professionals and business owners who, among other things, seek counsel on matters relating to Estate Planning and Business Planning with an emphasis on tax efficiency.
We work with of counsel attorneys, financial advisors, tax specialists, and accountants to provide the most optimal services for our clients. We recognize that some clients wish to minimize their tax consequences, others are more concerned about posterity, yet many others are concerned about their financial security and lifestyle needs once they retire.
Our firm delivers the results our clients seek to obtain. Every client is important to us, which is why we devote all of our resources in order to build a customized plan for each individual client.
Our main office is in Glendale, California. We also have offices in Downtown Los Angeles, West Los Angeles, and Sherman Oaks.
Our firm takes proactive measures to give our clients a peace of mind by protecting their assets, reducing their taxes, and preparing for retirement.
We protect business owners by reducing the likelihood of personal liability in the event of legal disputes and prepare in advance for potential business disputes.
Proper tax planning is a proactive measure that one takes to arrange and rearrange their finances in order to limit his or her tax liability to the lowest amount allowed by law.
Our team guides investors and business owners alike on acquiring new property that is used in their business or as an investment, by deferring their capital gains to later, possibly never.
Basis and Basics of 1031 Exchanges
Pursuant to Internal Revenue Code section 1031, taxpayers are allowed to defer the gains...
Coronavirus Economic Stimulus Package Highlights
In response to the COVID-19 pandemic, Congress passed a series of legislations including the...
Unpacking A Living Trust
Our law firm recently created all of the essential estate planning documents for a client whose...
What To Expect From A Revocable Living Trust
Living trusts, otherwise known as inter vivos trusts, are created during the lifetime of the...
Estate Tax Planning Under TCJA
Even though Estate Tax Planning is currently utilized by only high net worth individuals,...
The Ins And Outs Of Estate Planning
An estate plan may include Living Trusts, Wills, Durable Power of Attorney, Health Care...
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We understand that the concerns facing you, your family or your business can seem daunting. It is our mission to put you at ease.
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818.442.7777