Estate Planning and CPA Consulting Services: Offering You Sensible Planning, Financial Security and Peace of Mind

Robert G. Bartlett, CPA - Estate Planning
For individuals and couples, a wide variety of important financial considerations must be taken into account to assure peace of mind, family security, and the best possible tax position in estate planning. For over 35 years our firm has been providing financial and CPA consulting services and guiding families and individuals in responsible and sensible estate planning.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving family, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
There have been many changes to the estate and gift tax laws, including the “American Taxpayer Relief Act of 2012.” The law contains favorable estate tax provisions enhancing a person’s ability to give away part of their estate without any gift taxes. There may also be estate planning opportunities we can assist you with. Our office is experienced in advising and offering CPA consulting services on such matters as:

  • Reduce/Eliminate Estate Taxes

  • Lifetime Gifting Strategies

  • Estate Tax Returns

  • Gift Taxes

  • Trustee Services

  • When you need a trustworthy advisor and CPA, don’t hesitate to contact the Robert G. Bartlett, CPA firm at 818-887-4040 or email us at info@rtaxman.comto discuss your estate planning needs.

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    Robert G. Bartlett, CPA
    Certified Public Accountant
    5950 Canoga Ave. Suite 235
    Woodland Hills, CA 91367
    Phone: (818) 887-4040

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