Email
  • Home
  • About Crown WM
    • Our Team >
      • Andi Kang, CFP®, CAP®, BFA®
      • Sue Goodman, CFP®, MBA
    • Our Partners >
      • Tax Advisors
      • Estate Planning Attorneys
    • 5 Types of Wealth
    • Crown WM in the News
    • Crown WM in the Community >
      • Ronald Simon Family Foundation
      • Junior Achievement
      • Interval House
      • Mercy House
  • Our Services
    • Financial Planning
    • Investment Management
    • Tax & Business Services
    • Estate Planning
    • Philanthropic Counsel
  • Your Resources
    • Financial Planning
    • Business Owners
    • Families with Special Needs
    • Philanthropic Planning
  • Contact Us
  • About Crown WM

Tax Advisors

Your tax professional is often one of the most important sources of wisdom to you and us. We believe fervently that working in concert with a competent tax professional is the ultimate way to plan efficiently.

Living a life that ultimately leads to a legacy is best served by having many advisors, who are qualified to provide advice in many areas. As it relates to tax planning, we want your tax advisor to give their professional input, and be intimately involved in your planning process.

We want to know who your tax professional is, so that all of the members of your team are on the same page, and giving you unified advice.

Efficiency in planning and, specifically, efficiency in tax planning, can lead to a dramatic difference in your overall lifestyle and legacy, and is an important part of Living Abundantly and Giving Generously™.  


Picture
Copyright © 2012 Crown Wealth Management, Inc. All Rights reserved. Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC,
​Andi Y. H. Kang, Registered Principal. (CA Insurance Lic.# 0822454). Crown Wealth Management and Securities America are not affiliated. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities America and its representatives do not provide tax or legal advice.  Please consult an appropriate advisor regarding your personal situation prior to acting on information. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. 
Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.