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San Diego CPAs Don Eppich and Paul Polito discuss year-end tax planning and the Bush tax cuts.
Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need additional bandwidth on their management team. We are a great provider of additional “financial” bandwidth and depth of experience. Their non-business owning investor clients tend to have substantial net worth and multiple investment activities such as rental properties, irrevocable trusts, and managed portfolios.
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