TOP 30 Effective tax planning for investors in California

13 results found

Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.

CunninghamLegal is a finance and lawyer institution located at 3017 Douglas Boulevard in Roseville, California, United States. Specializing in estate planning, the institution emphasizes the importance of having a Living Trust and a comprehensive Estate Plan to protect assets for current and future generations. The knowledgeable and caring attorneys at CunninghamLegal offer highly customized plans tailored to each family's unique needs. In addition to estate planning, CunninghamLegal provides tax planning services for high net worth families, real estate legal services for investors, and assistance with trust administration, probate representation, and asset protection strategies. The institution's team of California Trust, Tax Planning, and Real Estate attorneys take a personalized approach to each case, ensuring that clients' assets and goals are fully understood and accounted for in their customized plans.

CunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more. Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.

Lewis Kohn & Walker LLP is a prestigious law firm located in San Diego, California. With a strong reputation for providing top-notch legal services, the firm specializes in a wide range of practice areas including corporate law, real estate law, and litigation. The experienced team of attorneys at Lewis Kohn & Walker LLP is dedicated to providing personalized and effective legal solutions for their clients. Whether you are a business owner, real estate investor, or individual seeking legal assistance, you can trust Lewis Kohn & Walker LLP to handle your case with professionalism and expertise. Visit their office at 17085 Via Del Campo to learn more about how they can help you with your legal needs.

CunninghamLegal is a highly specialized institution located at 7755 Center Avenue in Huntington Beach, California, United States. They offer more than just a Will - they provide comprehensive Living Trust and Estate Planning services tailored to each family's unique needs. Their team of knowledgeable and caring attorneys can guide you through the complex process of asset allocation within a Living Trust, ensuring your wishes are carried out effectively. In addition to traditional estate planning services, CunninghamLegal also offers savvy tax planning for high net worth families, designed to preserve wealth for future generations. They provide sophisticated legal services for real estate investors, including entity formation, purchase agreements, dispute resolution, and more.

Diversified Securities Inc is a leading finance institution located at 17822 17th Street, Tustin, California, United States. We specialize in providing a wide range of investment services and products to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual client. With a focus on diversification and risk management, we strive to help our clients build and preserve wealth for the long term. Trust Diversified Securities Inc to help you navigate the complex world of finance and invest with confidence.

Welcome to Pennymac, your trusted partner for financial solutions located at 6101 Condor Drive, Moorpark, California. As a leading name in the finance industry, Pennymac is dedicated to helping you unlock the potential of your home equity. Whether you need to consolidate debt, renovate your home, or cover unexpected expenses, our Home Equity Loans and Cash-Out Refinance options offer the flexibility you need. Connect with top real estate agents nationwide and earn between $350 and $9,500 when you buy or sell a home through our unique partnership. Protect yourself from interest rate hikes by locking in your rate before you find your new home, with the option to update to a lower rate if market conditions improve.

Welcome to Bank of America Home Loans, located at 430 Silver Spur Road, Rancho Palos Verdes, California. As a trusted provider of financial and ATM services, we are committed to helping you achieve your financial goals with confidence and security. At Bank of America, we offer a range of services including banking, mortgage, home equity products, and more. Our innovative tools, such as the Bank of America Advantage Banking and Better Money Habits® financial education programs, are designed to empower you with the knowledge and flexibility needed to navigate your financial journey effectively.

Welcome to Freedom Gold USA, California's premier Gold IRA investment firm, located at 5800 South Eastern Avenue, Commerce, California 90040. As the state's top choice for securing your retirement with precious metals, we offer unparalleled guidance in gold IRA investing to maximize your financial future. At Freedom Gold USA, we understand that investing promises great rewards to those who master the craft. Our mission is to help you navigate the powerful avenue of gold IRA investing, ensuring that your retirement is secure with physical gold, silver, and other precious metals. Whether you're a newcomer eager to diversify your portfolio or a seasoned investor seeking expert assistance, our team is here to provide the exceptional service you deserve.

Welcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.

Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.

Welcome to New Western, your premier real estate agency located at 5120 Goldleaf Circle, Los Angeles, California. We specialize in providing investment-grade opportunities in the vibrant Los Angeles real estate market. Our curated inventory is designed for investors seeking properties that are perfect for short, mid, and long-term rentals, as well as fix-and-flip projects. Los Angeles, known for its entertainment industry and tech hubs, offers a diverse range of investment opportunities. With its stunning beaches, majestic mountains, and year-round sunshine, the city attracts a constant stream of tourists and a significant number of long-term renters. This makes it an ideal location for diversifying your rental portfolio.

Welcome to Mara Real Estate: Your Partner in Value-Add Investment Properties Located at 3039 Jefferson Street, Carlsbad, California, Mara Real Estate is a boutique investment and development firm that specializes in transforming Southern California's coastal and urban real estate landscapes. With a focus on value-add investment properties, we bring expertise in renovations, expansions, and ground-up development to prime California locations.