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Tax & Estate Planning

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Tax and Estate Planning

A multi-generational outlook requires thoughtful planning, and the careful coordination of experts in investments, tax, legal, and governance.  The family wealth mission statement can often serve as a guiding force for your trusted advisors.  Once the family has defined the purpose of its wealth, your surrounding professional advisors gain clarity, understanding, and efficiency in best serving your needs.

Your taxes are complex enough; shifting regulations and laws can make them all the more so. At Confluence Capital Advisors, our tax experts study the changing federal and state tax codes to make sure the implications of new tax laws are applied to your financial plan before it’s too late.

Individuals and families with significant net worth might still have taxable estates even if they take full advantage of their respective exemptions.  For these individuals, there are a variety of advanced planning techniques that can be crafted to help reduce the estate tax burden, such as strategic gifting plans, life insurance trusts, personal residence trusts and grantor retained annuity trusts.  

How is your family doing to prepare for the next generational transition?  To find out, take this Wealth Transition Quiz.

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Our goal is to protect your financial future and give you confidence.

OUR SERVICES

The Confluence Difference

You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you?  Our firm is built on the principles of honesty, integrity, and objective decision-making.  From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.

As a fiduciary, we promise that you:

  • Are served with dedication, loyalty, and aspirations of building a true partnership.

  • Benefit from interests that are aligned.

  • Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.

  • Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.

  • Are not beholden to the desires of a large institution with its own sales agenda.

  • Receive expertise in complex financial analysis, valuation, and portfolio management.

  • Are Served by a firm that is proud of its investment performance track record.

  • Are advantaged by working directly with the owner of a firm.

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Why Choose Confluence

We Inspire Long-Term Financial Success

Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.

Brett Cicinelli brings over two decades of financial and analytical experience to work for clients.  He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).