Strategic CPAs Focused on Your Unique Estate and Real Property Businesses Needs
Accounting and taxes for high-net-worth individuals and families require unique attention. Proper tax planning and accounting are essential for your family’s trust, real estate holdings, or business. RGA is your complete solution for managing your tax and compliance needs.
Based in Beverly Hills, our team has more than 100 years of combined experience in tax planning and accounting. Our practice’s narrow focus of expertise allows us to be more strategic in achieving our high-net-worth client’s goals and objectives and how we can best serve them.
Our focus includes:
- Tax Planning – Annual and Quarterly
- Tax Preparation
- Examination and Analysis of new tax laws/regulations
- Transactional & strategic tax planning for real estate enterprises
- Tax-free exchanges
- Estate Planning
Properly serving our clients starts with intimately understanding their personalities, culture, and beliefs about money and taxes. From there we can best plan our efforts to achieve their short- and long-term financial objectives. Being aware of how our clients think and approach money and taxes can better help us plan for their long-term success.
There are many moving parts based on the complexities of our high-net-worth clientele’s financial transactions. We look beyond the scope of their specific inquiries and take a broader approach. Our strategy-based tactics can cross multiple disciplines and we partner and work alongside our client’s attorneys, appraisers, and other closely held consultants, when necessary to effectuate the most favorable results.