If you own company stock in your 401(k) or other qualified plan, you will want to make sure to understand what Net Unrealized Appreciation (NUA)
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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