The CPA relationship of a business owner can have a wide range of consequences beyond annual tax compliance. As most business owners eventually transition out of their business, maximizing the amount that ends up in their pocket can be greatly influenced by the guidance they receive from their CPAs. Jack and I are joined by CPA Alex Smith to talk about a range of issues from proper financial structures to an ultimate exit and all points in-between.
The not-so-secret weapon of attorneys, advisors, and sophisticated business owners is the Forensic Accountant. In
The CPA relationship of a business owner can have a wide range of consequences beyond
There are costs and perils to litigation that business owners may face once a decision
1980 Post Oak Blvd
Suite 100
Houston, TX 77056
Investment advisory services offered through Bayworth Capital registered investment advisor. Mavilian Financial Group and Bayworth Capital are independent companies.
California #OK90244 Tailwind Financial Strategies Insurance Agency LLC
1980 Post Oak Blvd
Suite 100
Houston, TX 77056
Investment advisory services offered through Bayworth Capital registered investment advisor. Mavilian Financial Group and Bayworth Capital are independent companies.
California #OK90244 Tailwind Financial Strategies Insurance Agency LLC
Copyright 2021 – Mavilian Financial Group. “Mavilian Financial Group,” the logo and the boat Symbol are trademarks of Mavilian Financial Group. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.
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Avo Mavilian focuses his practice in the areas of wealth preservation & tax planning.
He works with successful professionals, families and executives of privately owned companies to design and implement wealth preservation & tax planning strategies. He frequently collaborates with business and estate planning attorneys, utilizing their knowledge and experience to best serve the needs of his clients.
Avo’s advisory work extends to helping clients identify and mitigate issues that arise concerning the transfer of wealth to the next generation including the related tax and estate planning considerations. Additionally, Avo has considerable experience advising entrepreneurs and executives on the formation and operation of multi-owner and family-owned companies.
Avo is a federally licensed tax practitioner admitted to practice before the Internal Revenue service. He holds series 65 and is registered in TX, CA, IL. CA insurance producer # OC10650
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