TOP 30 Estate planning services in San Jose, California

224 results found

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Moskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.

Potentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.

Fitzpatrick & Tucker Inc. is a reputable accounting and finance institution located at 4040 Moorpark Avenue in San Jose, California. Our team of experienced professionals takes the time to understand the unique needs of each client and provide high-quality, personalized service. We offer a wide range of services, including tax preparation and planning for individuals and businesses, accounting and financial reporting, QuickBooks services, and estate and trust services. At Fitzpatrick & Tucker Inc., we prioritize competence, timeliness, and cost-effectiveness to ensure our clients receive the best possible outcome. Visit our Tax Center for valuable resources and information on tracking refunds, tax tips, and more. Trust Fitzpatrick & Tucker Inc. for all your accounting and financial needs.

Shannon & Snyder CPAs is a reputable institution located at 650 North Winchester Boulevard in San Jose, California. Specializing in accounting, finance, and real estate services, our experienced team of professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, financial planning, or real estate investments, Shannon & Snyder CPAs is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care.

Cal Pro Investments is a reputable accounting and finance institution located at 1960 Fruitdale Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, investment planning, or retirement savings, Cal Pro Investments is dedicated to providing top-notch expertise and personalized service to meet your needs. Trust Cal Pro Investments to help you navigate the complex world of finance with confidence and peace of mind.

Cindy Ho Law, APC is a premier institution located at 333 West Santa Clara Street in San Jose, California, United States. Specializing in accounting, finance, and legal services, Cindy Ho has over 18 years of experience in tax matters and was a former managing attorney at a multi-practice law firm. With expertise in tax compliance, audit negotiation, and tax settlements, Cindy defends taxpayers in various courts and taxing agencies. Our team of attorneys is well-versed in federal, state, and local tax law, providing assistance with individual and business tax issues such as collection, settlement, compliance, audit examination, litigation, and foreign tax representation. We also offer services for business formation, negotiation, agreements, due diligence, and compliance with taxing agencies.

Hensel Phelps Construction Co. Welcome to Hensel Phelps Construction Co., your trusted general contractor located at 1600 West Imperial Highway, Los Angeles, California. With a rich history of excellence since 1967, Hensel Phelps has been a cornerstone in California's construction landscape. Our Southern California Regional office, established in 1989, continues to deliver outstanding services across a diverse range of industries.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to Charmaine's Rooftop Bar & Lounge, an exquisite destination perched 120 feet above Market Street in the vibrant heart of San Francisco. Nestled atop the San Francisco Proper Hotel at 45 McAllister St, this chic and lively rooftop bar offers a unique blend of European terrace elegance and the refreshing, laid-back spirit of California cool. Recognized as one of “THE BEST ROOFTOP BARS IN THE U.S.” by Condé Nast Traveler, Charmaine's is a rare gem in the city, offering a stunning panoramic view that pairs perfectly with a delightful selection of innovative cocktails crafted by the renowned BVHospitality. Whether you're enjoying a casual evening with friends or a special celebration, our menu features an array of vibrant flavors, original combinations, and unique bitters and syrups that promise to tantalize your taste buds.

Welcome to Carmel Fields by Wedgewood Weddings, a stunning wedding venue nestled along the breathtaking central California coast in Carmel-by-the-Sea. Located at 4860 Carmel Valley Road, this venue offers unparalleled views across Monterey County, making it a perfect choice for both destination weddings and local Monterey couples seeking a picturesque setting for their special day. At Carmel Fields, you have the option to exchange vows at the intimate garden ceremony site, surrounded by lush trees and the natural beauty of Palo Corona Regional Park, or opt for a romantic beach wedding at Monastery Beach with the dramatic coastline as your backdrop. This Spanish Colonial-style venue is surrounded by towering oaks and pines, offering a serene and enchanting atmosphere for your "I Do's."

Welcome to U.S. Bank – Wealth Management Banker: Thuy Diep, your trusted partner in financial planning and wealth management located in the heart of San Jose, California. Situated at 2875 The Villages Parkway, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. Thuy Diep, a seasoned Wealth Management Banker, brings a wealth of experience and a client-focused approach to help you navigate the complexities of financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Thuy offers expert guidance and innovative solutions to help you achieve your financial objectives.