emmanuel a. santos is a california attorney and certified public accountant providing comprehensive legal, tax, financial and realty solutions to clients in san francisco and beyond. he strategically combined his tax practice with legal, realty and financial services in efforts to help clients strengthen their financial health and promote financial independence. emmanuel has been in the tax and accounting industry since 1989. he received his juris doctorate from john f. kennedy university, master of science in taxation from san francisco state university and bachelor of science in accounting from indiana university (bloomington). he is an attorney-at-law and a cpa in the state of california, an irs enrolled agent, and a personal financial specialist. he also holds other licenses including real estate broker's license; life agent, variable contracts, fire & casualty broker-agent insurance licenses. he also serves as the chief financial officer of the richmond/ermet aids foundation, a non-profit organization in san francisco promoting hiv/aids prevention and awareness. his work experiences include several tax, accounting and audit positions with cooper's & lybrand, h & r block, franklin templeton investments and local cpa firms. he volunteered as a law clerk at various law firms working on estate planning and family law matters. he is an active member of the bar association of san francisco, american institute of certified public accountants, california society of certified public accountants, national association of enrolled agents, california society of enrolled agents, national association of realtors, california association of realtors and san francisco association of realtors.... 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