Tax and financial planning advice with respect to family wealth matters, particularly with respect to life transition and wealth transfer issues. Extensive experience working with clients, their attorneys, and other advisors in the financial and tax aspects of business decisions and conflict resolution.
Particular experience in estate matters such as planning, trust funding decisions, estate tax return preparation, audit representation before tax authorities, trust and estate accountings and litigation support. Additional specialized industry experience in vineyard operations, food and entertainment and professional service providers, including physicians and attorneys.
Particular experience in estate matters such as planning, trust funding decisions, estate tax return preparation, audit representation before tax authorities, trust and estate accountings and litigation support. Additional specialized industry experience in vineyard operations, food and entertainment and professional service providers, including physicians and attorneys.
Reviews (1)
Jennifer B.
Jan 06, 2009
Report
Recommended by my probate attorney in 2002 when I needed help filing several years' worth of tax returns after my mother died. He was patient and helpful with me at a time when I was very overwhelmed and he soon made sense out of a complete mess. And all for a reasonable fee.
Since then, I have continued to use Jay for tax planning and preparation help. He saved me a bundle in capital gains when I sold my houses. Also, he returns emails and phone calls with lightning speed.
Since then, I have continued to use Jay for tax planning and preparation help. He saved me a bundle in capital gains when I sold my houses. Also, he returns emails and phone calls with lightning speed.
