Keith Bong, CFA, CPA Irvine, CA

Keith Bong, CFA, CPA Irvine, CA




Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Other areas we focus on: - Estate Planning - Retirement Plans for both defined contribution plans (eg, 401k and IRAs) and defined benefit plans (eg, pension plans) - Business Succession Planning