Irvin Abrahamson Free Consultation
Partner's Profile
Lamberto D. Torres
Partner, CPA, CFP
 
Areas of Special Expertise
Income tax and financial planning for corporate executives, entrepreneurs, and high net worth/high income individuals
Income, retirement, tax and financial planning
Estate planning
Forecast balance sheets and cash flows
Stock option analysis
Charitable remainder trusts
Tax-deferred exchanges
Subchapter S corporations
Corporate liquidations and tax-free reorganizations
Corporate taxation including consolidated returns for parent and subsidiary corporations
Tax consequences of the sale or acquisition of a business
Representation of clients before the Internal Revenue Service, Franchise Tax Board, and county property tax assessors
Preparation of individual, corporate, partnership, estate, gift, and trust income tax returns

Prior Professional Experience
Successful filing and collection of multi-million dollar refund claims from the Internal Revenue Service
Successful filing of property tax refund claims
Speaker at a number of tax planning seminars
Arthur Young & Company, St. Louis, MO and San Jose, CA
Ernst & Whinney, Los Angeles, CA (Ernst & Young 1975-1983)
Joined the firm in 1983
Education
Certificate in Personal Financial Planning, University of California
University of the East, Manila, Philippines, BA, 1970
Certified Public Accountant in CA, IL and the Philippines
Certified Financial Planner, 2005
Personal Information
Member California Society of CPAs
 
 
 
We offer a full range of tax and accounting services tailored to meet your needs.
Whether you are :
an individual
a new business
an established business

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Irvin, Abrahamson & Company - 550 S. California Avenue, Suite 100 - Palo Alto, CA 94306
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