i was a partner in the woodland ca cpa firm of landucci, bick, matter johnston & martin (now renamed johnston martin & montgomery) for about 40 years. i have an mba in tax from golden gate university. i am 90% retired now but would welcome occasional tax consulting work.... See More
Highlights: Cash Flow Planning, Charitable Planning, Closely Held Business Planning, Education Planning, Elder Planning, Employee Benefits/Executive Compensation, Estate, Gift and Wealth Transfer Planning, Fundamental Financial Planning Knowledge & Skills, Individual Tax Planning, Insurance Planning/Risk Management Planning, Integrated Personal Financial Planning, Investment Planning (withouit AUM or product sales), Retirement Planning, Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.), Wealth Management/Investment Advisory Services