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TOP 30 Estate tax planning in Tacoma, WA
26 results found
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Utopia Property Management | Tacoma, WA
Utopia Property Management in Tacoma, WA, located at 1201 Pacific Avenue, offers expert management services for all types of rental properties. With over 25 years of experience, our team of trained property managers handles everything from property marketing to tenant screening, maintenance, and online rent collection. We specialize in both residential and commercial real estate management, providing customized plans to meet the unique needs of each property. Our goal is to help property owners maximize their ROI and maintain a carefree investment. We pride ourselves on our strong market presence, which allows us to attract qualified tenants and minimize vacancy time. Our licensed professionals are local to the area, giving them valuable insights into market trends and rental rates. Whether you own a single property or a large portfolio, we are here to help you navigate the complexities of property management with professionalism and organization.
Commencement Financial Planning, LLC
Commencement Financial Planning, LLC is a finance institution located at 6521 Flanegan Road West, Lakewood, Washington, United States. They specialize in serving individuals and families in and around Tacoma, Washington, offering comprehensive and personalized financial plans tailored to each client's unique goals and resources. Their low-cost and prudent investment portfolios are backed by real data and a sound academic approach. They also provide tax-efficient portfolios, wealth transfer structures, and philanthropic strategies, as well as expert estate and wealth transfer consulting integrated into each client's plan.
Carter Vest Tax Attorney
Carter Vest Tax Attorney, located at 1201 Pacific Avenue in Tacoma, Washington, is a reputable institution specializing in accounting, finance, and legal services. With over 25 years of experience, our team of tax lawyers is dedicated to helping individuals and businesses navigate complex tax laws and settle their back taxes, including through the bankruptcy process. We treat each client with empathy and professionalism, crafting personalized debt solutions and offering affordable fees. Whether you need assistance with late tax returns, payment plans, or IRS negotiations, our experienced tax relief lawyers are here to help. Contact Carter Vest Tax Attorney Tacoma at (253) 527-7457 for expert guidance and support in resolving your tax issues.
Burns 1031 Tax Deferred Exchange Services, LLC
Burns 1031 Tax Deferred Exchange Services, LLC is a reputable institution located at 3711 Center Street in Tacoma, Washington, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to helping clients navigate the complexities of tax deferred exchanges. With a team of experienced professionals, Burns 1031 provides expert guidance and support to ensure clients maximize their tax savings and achieve their financial goals. Whether you are a real estate investor, business owner, or individual looking to defer capital gains taxes, Burns 1031 Tax Deferred Exchange Services, LLC is here to help.
NSK & Company, P.C.
NSK & Company, P.C. is a reputable finance and law firm located at 8811 South Tacoma Way in Lakewood, Washington, United States. With a team of experienced professionals, they provide a wide range of financial and legal services to individuals and businesses. Whether you need assistance with tax planning, estate planning, business law, or any other financial or legal matter, NSK & Company, P.C. is dedicated to providing top-notch service and achieving the best possible outcomes for their clients. Contact them today to schedule a consultation and see how they can help you navigate the complexities of finance and law.
Law Offices of Kate Jones
The Law Offices of Kate Jones, located at 2537 South G Street in Tacoma, Washington, is dedicated to providing personalized estate planning services to clients in Pierce and King County, as well as tribal members across seven Indian tribal locations. Founded by attorney Kate Jones in 2013, the firm specializes in elder law and estate planning, with a focus on serving the unique needs of native tribal members. Kate Jones graduated with honors from Youngstown State University and obtained her law degree from the University of Akron School of Law, where she focused on estate and tax law. With a passion for elder care and public service, Kate is committed to providing families with the highest level of customer service and peace of mind through individually-tailored estate planning services.
John J Meske Law Offices
John J Meske Law Offices is a reputable law firm located in Tacoma, Washington. Specializing in various areas of law, including personal injury, criminal defense, and family law, our experienced team of attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, you can trust John J Meske Law Offices to handle your legal matters with professionalism and expertise. Contact us today at 1101 Tacoma Avenue South for a consultation.
James B. Feldman, Attorney At Law, P.S.C.
James B. Feldman, Attorney At Law, P.S.C. is a reputable legal institution located at 4947 North Pearl Street in Tacoma, Washington, United States. Specializing in criminal defense, James B. Feldman has been fighting to protect the rights of individuals accused of crimes since 1986. With years of experience and a strong track record of successful outcomes, Mr. Feldman is dedicated to providing personalized service and expert representation for his clients in Pierce, King, Kitsap, and Thurston counties, as well as other areas of Western Washington. As a member of various professional associations, including the Washington State Bar Association and the National Association of Criminal Defense Lawyers, Mr. Feldman is well-equipped to handle a wide range of legal matters. Whether you have been ticketed, accused of a crime, or charged with a crime, James B. Feldman is here to help you navigate the legal process and protect your rights. Contact him today at (253) 759-4555 to schedule a consultation.
Glisson & Morris
Glisson & Morris is a reputable law firm located at 2209 North 30th Street in Tacoma, Washington. With a focus on criminal defense and personal injury cases, the Law Offices of Stan Glisson and Jeremy Morris offer experienced and compassionate legal representation to clients in Port Orchard, Tacoma, and throughout Washington. The attorneys at Glisson & Morris have a proven track record of success in handling a variety of cases, including DUIs, drug crimes, theft charges, car accidents, medical malpractice, and wrongful death claims. With over 45 years of combined legal experience, their team has the knowledge and expertise to develop effective strategies for each client's unique situation.
Robert D Pentimonti
Robert D. Pentimonti is a reputable lawyer specializing in Trusts & Estates, Real Estate, Business Planning, Business Transactions, and Tax Planning. Located at 1 North Tacoma Avenue in Tacoma, Washington, United States, Robert can be contacted directly at (253) 284-4415 or via email at rpentimonti@harlowefalk.com. With a background in large law firms and international accounting firms, Robert brings a wealth of experience and expertise to his practice at Harlowe & Falk. Robert is known for his skill in assisting clients with estate planning, probate administration, and business matters. Whether dealing with moderate size estates or complex high-net worth estates, Robert provides personalized and effective legal solutions. He also helps business owners with entity formation, contract drafting, tax planning, business sales, and succession planning. In the real estate realm, Robert offers transactional support, financing assistance, tax-deferred exchanges, and lease structuring.
Gordon Thomas Honeywell LLP
Gordon Thomas Honeywell LLP is a law firm located at 1201 Pacific Avenue in Tacoma, Washington, United States. They specialize in planning for unique family and financial goals, advocating for businesses, individuals, and public entities, and helping clients navigate complex regulatory landscapes. The firm is known for its commitment to community service, with attorneys like Andrea McNeely actively involved in the Tacoma-Pierce County Bar Association. Recently, attorney Rob Wilke made headlines for representing a client in a high-profile case against a local bar. The firm also prioritizes mentorship and professional development, with new associates like Katie Chan participating in court proceedings. Gordon Thomas Honeywell LLP is dedicated to supporting the community, including mentoring students at Sheridan Elementary School in Tacoma. For more information, visit their website or contact their Seattle office at 520 Pike Tower.
Anderson Business Advisors
Anderson Business Advisors is a leading institution located in Tacoma, Washington, specializing in providing legal services for tax and asset protection. With a focus on forming LLCs, setting up corporations, and non-profit formation, the team at Anderson Business Advisors is dedicated to structuring entities for maximum security and peace of mind. Additionally, they offer services in estate planning, living trusts, and structuring real estate deals to save on taxes and protect assets. As a member of the Anderson Global Group of Companies, Anderson Business Advisors has expanded its service capabilities to provide comprehensive solutions for clients worldwide. The addition of Companow to the group further enhances their global brand and service offerings.
Ask Rich LLC
Ask Rich LLC is a reputable institution located at 2603 North Proctor Street in Tacoma, Washington, United States. As a general contractor and home goods store, we offer a wide range of products and services to meet all your home improvement needs. From remodeling projects to DIY supplies, our store has everything you need to make your house a home. Our knowledgeable staff is always available to answer any questions and provide expert advice. Visit Ask Rich LLC today for all your home improvement needs.
Madrona Financial
Madrona Financial is a leading finance institution located at 1201 Pacific Avenue in Tacoma, Washington, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, Madrona Financial offers personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Madrona Financial is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Stolz and Associates, PS
Stolz and Associates, PS is a reputable finance institution located at 3102 Ruston Way in Tacoma, Washington, United States. With a team of experienced professionals, they specialize in providing a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, tax preparation, or estate planning, Stolz and Associates, PS is dedicated to helping you achieve your financial goals. Their commitment to excellence and customer satisfaction sets them apart as a trusted financial partner in the community.
Merrill Lynch Financial Advisor Douglas M Olmstead
Merrill Lynch Financial Advisor Douglas M Olmstead is a reputable finance institution located at 1201 Pacific Avenue in Tacoma, Washington, United States. With years of experience and expertise in the financial industry, Douglas M Olmstead provides personalized financial advice and solutions to clients seeking to achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Douglas M Olmstead is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
TriFound
TriFound is a finance institution located at 4301 South Pine Street in Tacoma, Washington, United States. As a team of highly trained professionals, we specialize in designing customized Legacy Plans for our clients, incorporating Financial, Legal, and Accounting services. Our integrated approach ensures that all aspects of your financial future are carefully considered and planned for, allowing you to focus on enjoying your golden years without worry. At TriFound, we prioritize retirement planning and creating a solid financial foundation to support your desired lifestyle. Our services go beyond estate planning to encompass education funding, business succession planning, and other intangible legacies that truly impact your loved ones. We are committed to helping you establish plans and confidence so that your Legacy continues to thrive even after you're gone.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1201 Pacific Avenue in Tacoma, Washington, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. We are committed to client satisfaction and community involvement, supporting local charities and organizations. With access to Merrill's resources and expertise, our advisors help clients pursue their financial and life goals. Whether you are a seasoned professional or aspiring to become a financial advisor, Merrill provides training, mentoring, and technology to support your career growth. We offer a range of investment approaches, wealth management advice, and services to help you achieve your unique financial objectives. Please consult with your legal and tax advisors before making any financial decisions. Merrill Lynch Wealth Management is a subsidiary of Bank of America Corporation, offering a wide range of financial products and services.
Householder Group
Householder Group, located at 6927 Lakewood Drive West in Tacoma, Washington, is a finance institution dedicated to building lasting relationships with clients to ensure their financial well-being for generations to come. With a focus on retirement and estate planning, Householder Group offers independent and objective advice tailored to each individual's specific needs. Their team of professionals, who are Investment Advisor Representatives, prioritize the client's financial health above all else, without any incentive to push proprietary products. As one of the nation's largest independent financial planning firms, Householder Group takes pride in providing prompt, personal, and professional services to meet the financial objectives of individuals and businesses alike. Their commitment to integrity, trust, and ongoing education sets them apart in the industry, ensuring that clients receive the best possible guidance for their financial future. Whether it's financial and tax planning, investment counseling, or estate and retirement planning, Householder Group has the expertise and resources to help clients achieve their goals.
Bill Pickles - Financial Advisor, Ameriprise Financial Services, LLC
Bill Pickles - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Broadway, Tacoma, Washington, United States. Bill Pickles holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Bill Pickles offers specialized advice for individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or estate planning, Bill Pickles is equipped to help you achieve your financial goals.
Northwest Advisor Group
Northwest Advisor Group is a finance institution located at 10209 Bridgeport Way Southwest, Tacoma, Washington, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your assets, we are here to help. Contact us today to schedule a consultation and see how Northwest Advisor Group can assist you in reaching your financial objectives.
Edward Jones - Financial Advisor: Matthew Jensen
Edward Jones - Financial Advisor: Matthew Jensen is a reputable finance institution located at 5020 Main Street in Tacoma, Washington, United States. As a trusted financial advisor, Matthew Jensen provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones is committed to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Matthew Jensen and the team at Edward Jones are dedicated to providing sound advice and reliable support every step of the way.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 1145 Broadway in Tacoma, Washington, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your portfolio or plan for your financial future, UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Trust in UBS for all your financial needs.
Brad Berger - Financial Advisor, Ameriprise Financial Services, LLC
Brad Berger - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Broadway, Tacoma, Washington, United States. The institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors.
Mary Denise McGonigal - Morgan Stanley
Mary Denise McGonigal - Morgan Stanley is a finance institution located at 1301 A Street in Tacoma, Washington, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing exceptional customer service, we strive to empower our clients to make informed decisions about their finances. Contact us today to learn more about how we can help you secure your financial future.
O’Neal McGonigal Morley Group - Morgan Stanley
The O'Neal McGonigal Morley Group at Morgan Stanley is a leading financial institution located at 1301 A Street in Tacoma, Washington. With a team of experienced professionals, we provide a wide range of financial services including investment management, wealth planning, and retirement planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
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