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Calabasas - Attorney |
Specialties: Taxation - Business - Transactional - Estate Planning |
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Daniel SchwartzEsq./CPA - Rick L. Schwartz, a Professional Corporation
Full-service, "Hybrid" Estate planning, CPA, and private trustee practice.
Provides tax preparation, tax planning, estate planning, business transactions and formation, trust/decedent administration, investment/retirement analysis, and audit representation.
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(818)880-9401
(818)880-9403 Fax
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25422 Colette Way
Calabasas, CA 91302-3148 -
MAP
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| Profession |
Attorney |
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| Specialty |
Taxation - Business - Transactional - Estate Planning |
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| Group |
WLK1 |
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| Business Name |
Rick L. Schwartz, a Professional Corporation |
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| Title |
Esq./CPA |
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| Address |
25422 Colette Way
Calabasas, CA 91302-3148
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| Work Phone |
(818)880-9401 x502 |
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| Fax |
(818)880-9403 |
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| Web Site |
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| Linked In |
View Profile |
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| Member Since |
10/2011
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CPA SERVICES:
•Tax return preparation, tax planning, and accounting services for individuals, partnerships, LLC’s, corporations, trusts, and tax-exempt organizations.
•IRS audit and collection matters.
•Gift tax and estate tax return preparation and planning.
ESTATE PLANNING SERVICES:
•Estate planning services, including drafting of basic estate planning documents, irrevocable trusts for children, life insurance trusts, and charitable trusts as well as transfers of property to revocable or irrevocable trusts.
•Trust administration for a decedent/Probate of an estate.
•Administering life insurance trusts and irrevocable trusts for children or adult beneficiaries.
•Administering revocable trusts for disabled adults and managing nursing care for these disabled adults.
•Investment/retirement analysis and planning.
OTHER LEGAL SERVICES:
•Negotiation/drafting of agreements involving purchases and sales of business assets and/or stock.
•Drafting of documentation for corporate, partnership, or LLC formation, operation, and termination.
•Managing business entities, such as rental property-owning businesses.
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CPA SERVICES:
•Tax return preparation, tax planning, and accounting services for individuals, partnerships, LLC’s, corporations, trusts, and tax-exempt organizations.
•IRS audit and collection matters.
•Gift tax and estate tax return preparation and planning.
ESTATE PLANNING SERVICES:
•Estate planning services, including drafting of basic estate planning documents, irrevocable trusts for children, life insurance trusts, and charitable trusts as well as transfers of property to revocable or irrevocable trusts.
•Trust administration for a decedent/Probate of an estate.
•Administering life insurance trusts and irrevocable trusts for children or adult beneficiaries.
•Administering revocable trusts for disabled adults and managing nursing care for these disabled adults.
•Investment/retirement analysis and planning.
OTHER LEGAL SERVICES:
•Negotiation/drafting of agreements involving purchases and sales of business assets and/or stock.
•Drafting of documentation for corporate, partnership, or LLC formation, operation, and termination.
•Managing business entities, such as rental property-owning businesses.
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Any individual, business, trust, or non-profit entity is a potential client.
Examples of clients include individuals in the financial industry and real estate industry, small business owners, small businesses, non-profit organizations, and professionals such as doctors, lawyers, and accountants.
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Information Not Available
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Information Not Available
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| Charities |
Trustee/Treasurer of The Montage Foundation
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| Graduate Degrees |
University of Southern California Law School
JD, Law
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| College Degrees |
University of California, Davis
BA, History
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| License Number |
266281
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