| Partner's Profile |
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Lamberto D. Torres
Partner, CPA, CFP
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| Areas of Special Expertise |
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Income tax and financial planning for corporate executives, entrepreneurs, and high net worth/high income individuals |
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Income, retirement, tax and financial planning |
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Estate planning |
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Forecast balance sheets and cash flows |
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Stock option analysis |
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Charitable remainder trusts |
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Tax-deferred exchanges |
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Subchapter S corporations |
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Corporate liquidations and tax-free reorganizations |
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Corporate taxation including consolidated returns for parent and subsidiary corporations |
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Tax consequences of the sale or acquisition of a business |
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Representation of clients before the Internal Revenue Service, Franchise Tax Board, and county property tax assessors |
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Preparation of individual, corporate, partnership,
estate, gift, and trust income tax returns
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| Prior Professional Experience |
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Successful filing and collection of multi-million dollar refund claims from the Internal Revenue Service |
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Successful filing of property tax refund claims |
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Speaker at a number of tax planning seminars |
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Arthur Young & Company, St. Louis, MO and San Jose, CA |
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Ernst & Whinney, Los Angeles, CA (Ernst & Young 1975-1983) |
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Joined the firm in 1983 |
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| Education |
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Certificate in Personal Financial Planning, University of California |
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University of the East, Manila, Philippines, BA, 1970 |
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Certified Public Accountant in CA, IL and the Philippines |
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Certified Financial Planner, 2005 |
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| Personal Information |
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Member California Society of CPAs |
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| We offer a full range of tax and accounting
services tailored to meet your needs. |
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| Whether you are : |
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an individual |
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a new business |
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an established business |
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