
Tax Strategy / Planning
for Individuals
Cobalt PacWest Advisors | CPAs leverages sophisticated expertise in simple-to-complex tax strategy/planning, in-depth understanding of tax laws, professional insight and state-of-the-art technologies to assist affluent individuals and closely-held business entities position for and achieve current and multi-year tax cash outflow and Federal and State effective tax rate minimization goals while remaining in full compliance with Federal, single and multi-state tax laws.
Services include:
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Tax strategy/planning
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Multi-case & multi-state tax projections
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Effective tax rate minimization
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Quarterbacking relationships with wealth/real estate advisors
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Quarterly tax management
Specialized expertise in areas including:
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Incentive equity awards
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Real estate rental properties
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Concentrated stock positions
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Primary/side pass-through business ownership
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California exit planning
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Job changes & transitions to retirement