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Overview

Estates, gifts, and trusts plans are the result of deep thought given to your family, your priorities, and your legacy; they reflect your truest intents. Given the volatile nature of the economy, however, these plans are subject to changing laws that may result in unintended effects.

BPM's approach towards estates, gifts, and trusts planning is proactive and strategic. Our objective is to work with you in developing a plan that meets your expectations and that also demonstrates foresight in the face of changing laws. We develop options that minimize your tax obligations to the greatest extent possible. With some advanced planning and the help of our accountants, feel the peace of mind in knowing that your family and wishes are cared for.

People

Nhi Dao, CPA
Manager, Tax
David Jorgensen, CPA
Partner, Tax
Partner in Charge, Orange County
Joseph Kitts, CPA
Of Counsel, Tax
Rich McDonnell, CPA
Partner, Tax
Private Client Services Co-leader
Community Outreach Liaison Leader
Tamara McInerney, CPA
Partner, Tax
Partner in Charge, Menlo Park
Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Henry Pilger, CPA
Founding Partner
Of Counsel
Douglas Schultz, CPA
Partner, Tax
Professional Services Industry Group Co-leader
Donnie Stuart, EA
Director, Tax
Yun Zhou, CPA
Managing Director, Tax