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.

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Services include:

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• Tax strategy/planning

• Multi-case & multi-state tax projections

• Effective tax rate minimization 

• Quarterbacking relationships with wealth/real estate advisors

• Quarterly tax management 

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Specialized expertise in areas including:

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• Incentive equity awards

• Real estate rental properties

• Concentrated stock positions

• Primary/side pass-through business ownership

• California exit planning

• Job changes & transitions to retirement