Retirement Planning

In saving for retirement, it’s important to look at the different options available and how they might benefit you both now and in the future. Most people are not aware that there are two types of retirement income – tax free and tax deferred. Most individuals have the latter, and are not aware that the amount of money they will be paying in tax upon retirement will prevent them from having the lifestyle they anticipated. You may also not know that there are many different ways to create a tax-free retirement. We work together with your financial advisors and tax preparers to ensure that you have the best plan for now and for retirement. Contact us for a free consultation if you would like to know more.

Tax Preparation

There are several choices as to who can prepare your taxes. In order to hire a professional, you simply have to search for one who is enrolled and qualified by the IRS to do so. This can range from your common tax prep services to CPAs to attorneys. Tax prep services are great because they are cheap and quick; however, they are only allowed to take information from you and input it into a system, and are not allowed to give you advice on how to save in the future. CPAs are great because they can give you advice on what methods are available to save you taxes in the future; however, they tend to be more expensive and cannot legally tell you how those available methods would help you. Attorneys are the only profession in the state of California that are legally allowed to give legal advice. As a law office which handles both Tax Law and Business Law, we are especially knowledgeable about the details of the law, and the only ones that can give you comprehensive legal advice on how taxes affect your assets, and what is best for you to save.  The downside to hiring an attorney is the cost; however, we offer free quotes, so it doesn’t hurt to contact us. If you spend a little more to save much more it is worth it. Contact us for a free consultation if you would like to know more. 

High Net Worth Tax Planning

Because the individuals who make the most money pay the most money in taxes, those individuals also stand to save the most money. Our attorney can help analyze your assets and apply smart tax planning strategies to minimize your losses. There are planning opportunities available for most middle-class individuals who live in Southern California. For the upper class, we have many planning opportunities – similar to likes of what Mark Zuckerberg, Jeff Bezos, and Bill Gates would use. We also help many celebrities and professional athletes as well. Contact us for a consultation if you would like to know more.