Legacy Wealth Transitions provides tax and estate planning services in San Diego to businesses and individuals to reduce taxes, maximize wealth building strategies and business efficiency. Power of Attorney San Diego provides Wills, Trusts, Powers of Attorney, Corporate and other Entity Formation, Outsourced Consulting for HR, CFO and Legal help.
We Protect your Business and Family Preserving Assets with Advanced Estate Planning while Minimizing Taxes
How we help you:
Tax Preparation and Representation – Tax Help San Diego services include back taxes, tax preparation, tax planning, tax liability negotiation and all forms of tax audits. Tax preparation and representation is provided for individuals, all business types, corporations, trusts and non-profit organizations.
Group Estate Planning Benefit- Legacy offers a group/association comprehensive estate planning discount. If you have at least 5 members of any business, organization or group, you qualify for a flat rate estate plan $2,000, which includes the preparation and recording of 2 CA Deeds. Additional deeds and advanced estate planning needs will have additional costs. Contact us for details or to enroll your company or group in our Group Estate Planning Benefit. For individual family and business estate planning Wills Trusts San Diego will help fulfill your estate needs.
Outsource CFO, HR and Other Advisory Services - With highly trained professionals we can help you with merging, acquiring or selling a business, audit representation, cost reduction strategies, and other business processes. There is no need to hire an additional employee when you have our trusted advisors helping your business succeed.
B.E.E. – Business Efficiency Expert consulting services protect the client from daily concerns from all taxing agencies and departments including IRS, FTB, EDD and the Labor Board. These services include HR managements and advisement, employment handbook design, business expense review and planned reduction strategies, sell preparation, tax planning and tax reduction techniques. All services are handled under a monthly retainer with an unlimited time basis.
Financial Planning Consulting Comprehensive Financial Consulting is analysis of all financial areas with goals, concerns and expected results in mind. The end result of financial planning is to provide security for the clients’ financial future through accumulation, distribution and wealth preservation strategies. All specific financial plans are done with an emphasis on tax efficiency.
Legacy Planning – When you value your family, protecting and preserving your assets is optimal in securing their financial future. Legacy Planning is an advanced approach to traditional estate planning with even more emphasis on tax law and tax mitigation strategies. Applying the estate tax laws to your estate planning is the most effective way to manage your wealth long term ensuring your family, assets and business are transferred and distributed with the least amount of tax implication and financial detriment. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.
For a FREE 30 minute phone consultation please dial or email us at firstname.lastname@example.org and a consultant will respond to you within 24 hours.