Taxes may be inevitable, but that doesn’t mean you can’t minimize them through careful tax planning. Our firm partners with tax advisors and attorneys to help you most efficiently accumulate wealth and take distributions. We can implement the right accounts for your circumstances (IRAs, ROTHs, DBPP, PSP), leverage long-term capital gains against losses, advise on qualified charitable donations and funds, and more.
Whether you have five employees or 500, we can help make your business as efficient and profitable as possible, allowing you to focus on the big-picture strategy. Through proactive measures like succession planning and buy-sell agreements, we guide you down the road to long-term success. Our experts can also advise on best-value group policies, healthcare, and pension plans. When it’s finally time to sell, we can recommend business valuations.
No one wants to outlive their money; we help protect against that possibility. The sooner you start planning, the better. Today, we can make individualized recommendations on which taxable and tax-advantaged retirement accounts to open and suggest when and how much to invest in each. Once you reach retirement, our advisors can help you navigate social security and the timing of required minimum distributions (RMDs).
If you take action now, your money can create an everlasting impact for your legacy. Our legacy planning services will respect your wishes, whether you value giving to charity or preserving your assets for future use. In either case, we can help direct you to our legal partners to set up various trusts, including revocable living trusts, charitable trusts, spousal lifetime access trusts (SLATs), irrevocable living trusts, and grantor-retained annuity trusts (GRATs).
370 North Westlake Blvd, Suite 130
Thousand Oaks, CA 91362
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