Support around retirement, succession, and family wealth

Clients look for this help when personal finances, a corporation, and the family need to be understood together: retirement, passing on a business, or making sure assets are organized for the people who will receive them.

Dang & Associates CPA provides trust and estate services as part of the practice. The detailed planning is done with the client’s facts in front of us, and with the other professionals those decisions require.

• Working with lawyers who review and prepare wills, powers of attorney, and related documents
• Working with financial advisors, planners, and insurance professionals on wealth and family protection
• Accounting and tax context for retirement and business succession conversations
• A clear picture of the numbers before a family makes a long-term decision

Estate and succession planning depends on the people, the assets, and the law that applies to that family. This site does not set out a menu of trust structures or promise a particular tax result.

If you are thinking about retirement, a transition of the business, or how wealth should pass to children or other loved ones, start with a conversation. We will tell you what the accounting and tax work can cover, and where a lawyer or planner needs to lead.