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Prop 19 Restructuring Planning for California Real Estate Development Companies

Private Client Trust Planning for Real Estate Developments Resulting in over $20M in Tax Savings

Acquisition of Skilled Nursing Facility

$5 Million Partnership Buyout of Leading Vape Business

Asset Purchase of National Electronics Sales Business

$6 Million Acquisition of Construction Business

Trust Formations Resulting in over $15 million of federal tax savings

Tax Free Reorganization of MultiNational Tech Group

Wealth Planning Strategies for Sale of QSBS Stock Resulting in over $5 million of savings

Trust & Entity Formations Resulting in over $1.5 million of annual California property tax savings