805.688.5505 Client Portal File Transfer Pay Your Invoice SERVICES ABOUT RESOURCES CAREERS NEWS CONTACT You've worked a lifetime to build your wealth. We’re here to help you protect it. Protect your wealth with C&D. You should also take into account your retirement as well as the accumulation, conservation, and enjoyment of the assets you’ve acquired. The continuity of a family-owned business is another critical consideration – how will your business transition from one generation to the next with minimal stress and financial disruption? Advice you can trust. We stay current with the ever-changing tax laws and know how to apply them to your situation. But our advice goes beyond that. We build plans that incorporate the financial components with the intangible issues every family faces, so you have peace of mind. Our experience and knowledge helps us strategize to meet your goals. Estate and Trust Planning Services Our accountants are ready to work with your attorney to coordinate your estate planning. Common services include: Calculate estate taxes under current estate plans and strategize alternatives to quantify potential tax savings. Review wills, trust instruments, and asset schedules Prepare liquidity analysis as needed Define health care planning costs and needs Assist in your communication with family members and beneficiaries Prepare all estate, gift, fiduciary, and non-profit tax returns Contact Us by Email. Subscribe to Our Newsletter. Name Email Subscribe or give us a call 805.688.5505 C&D llp | Certified Public Accountants & Advisors 805.688.5505 690 Alamo Pintado Road Solvang, California 93463 Forward planning.® MISSION STATEMENTDATA SECURITYAFFILIATIONS & ASSOCIATIONSPEER REVIEWTERMS OF USEPRIVACY POLICY Copyright © 2020. C&Dllp. All rights reserved. Designed by Savy Agency. This site uses cookies: Find out more.Ok, I agree.