Curtis Chen, CFP® has been helping individuals and families pursue tax efficiency since 1996.
In partnership with your tax professional, financial advisors can actually help you mitigate tax liability in several key areas of your life - not just with your investments. Take a deeper look at how Curtis Chen, San Mateo financial professional, can help you integrate tax planning into your financial life.
Real Estate Tax Planning
If you're an investor who has real estate in your portfolio, collaborating with a financial planner is a great way to help you take advantage of the tax benefits. We can help with:
- Planning for capital gains
- Wealth transfer strategies specific to real estate
- Integration of real estate into your full financial plan
Estate Planning & Wealth Transfer
In collaboration with your estate planning attorney, the Chen Financial Group can help you plan practically for the transfer of your wealth, but also focuses on educating and empowering the next generation on the importance of financial literacy. We can help with:
- Charitable giving strategies
- Trust planning
- Tax credit maximization
- Collaboration with your estate planning professional(s)
Disclaimer: Curtis Chen and the Chen Financial Group are not tax or legal professionals. We suggest that you discuss your specific situation with a qualified tax or legal advisor.