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Tax Planning & Asset Protection

Taking Care of Your Hard-Earned Assets

When you've worked hard to accumulate assets, especially when some of them are invested in ongoing business concerns, you should take a moment to consider the importance of tax planning and asset protection.

At Schmiesing, Blied, Stoddart & Mackey, our lawyers will carefully assess the details of your personal situation and listen to your goals, then recommend an array of tax planning and asset protection options. Contact us at our main office in Orange County, California, to discuss what we can do for you.

Protecting Your Business and Family

Whether you have a stake in a large partnership, run a small business, or own one or more rental properties, you should be able to take normal business risks without endangering your personal and family finances. Asset protection is the protection of personal and business assets from creditor liability and litigation.

The most common asset protection mechanism is the establishment of a legal entity such as a corporation, limited liability company (LLC), family partnership or family limited partnership to hold title to some or all of your assets on behalf of you and other family members.

These structures, in addition to reducing your personal exposure to liability, may also have positive tax planning consequences.

Another asset protection device is the prenuptial (also known as premarital) agreement. Under California's law of community property, if you want to keep your business assets separate from your family assets, you may need to reach a premarital agreement to that effect.

When you need skilled, experienced California attorneys to guide you through the tax planning and asset protection process, don't hesitate to contact us.

Planning to Reduce Tax Burdens

Our firm offers a wide range of services to help you minimize your tax liability in accordance with federal, California and local tax laws. We can assist you with effective tax planning to reduce income taxes, gift taxes and estate taxes.

Among the specific services we offer are preparation of federal estate tax returns and real property tax planning to avoid reassessment under California Proposition 13.

Office Locations

Main Office
Central Orange County
400 North Tustin Ave Suite 290
Santa Ana, CA 92705
Toll-Free: 800-678-6811
Fax: 714-263-0827
Map & Directions

Satellite Offices
(By Appointment Only)
North Orange County Office
2260 North State College Blvd
Fullerton, CA 92831
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  1. disclaimer.

At Schmiesing, Blied, Stoddart & Mackey, we represent clients in Santa Ana, California, and throughout Southern California, including the cities of Irvine, Newport Beach, Anaheim, Los Angeles, Fullerton, Fountain Valley, Yorba Linda, Mission Viejo and Brea; and other locations in Orange County, the Inland Empire, the Coachella Valley, Riverside County, San Bernardino County, San Diego County and Los Angeles County.