Retirement Planning/Expert Profile

Expertise

I am a CPA and CFA with more than 20 years of assisting others to address a wide variety of tax and financial issues, including: (a) tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA; (b) starting date considerations for social security benefits and related tax liabilities; (c) computation of book and tax basis, gains and losses on investments, §1031 exchanges; (d) tax benefits and deductions on principal residence, vacation homes, and investment properties; (e) acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation; (f) tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement; (g) review of college funding options and tax attributes; (h) tax computation and investment considerations for fixed and variable annuities; (i) tax considerations relating to gifting by parents and grandparents; (j) tax on employee benefits programs including retirement plans, health insurance, and other benefits; (k) tax on inherited assets including assets, insurance, and other assets.

• Investment,Financial Planning
• Retirement Planning
• Accounting, Payroll, Pension
• Small Business

Experience in the area

I have over 20 years of financial, accounting, and tax experience in working with individuals and fortune 500 companies. I am most interested in helping you to make better financial decisions.

Organizations

Financial Planning Association of San Francisco; Tax Executive Institute, Santa Clara Chapter

Education/Credentials

B.S. California State University, Los Angeles, CA CPA (California), CFA