CalCPA Protect Plus (The Group Insurance Trust)

Greater Los Angeles Area, CA United States

Accounting / Auditing

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...