Hi,
I'm seeking referrals for tax advisors (not tax prep or CPA) in the San Francisco East Bay area (Alameda or Contra Costa counties).
My situation: nearing retirement (past FRA and still working full time), relatively comfortable with my savings and investments, want to learn how to re-structure assets as necessary to protect what I have and hopefully minimize future RMDs.
I know the tax landscape has changed in significant ways this year, and I want to understand how to best react to these changes.
Thank you for your advice and referrals.
I'm seeking referrals for tax advisors (not tax prep or CPA) in the San Francisco East Bay area (Alameda or Contra Costa counties).
My situation: nearing retirement (past FRA and still working full time), relatively comfortable with my savings and investments, want to learn how to re-structure assets as necessary to protect what I have and hopefully minimize future RMDs.
I know the tax landscape has changed in significant ways this year, and I want to understand how to best react to these changes.
Thank you for your advice and referrals.
Statistics: Posted by pshanks01 — Mon Oct 06, 2025 5:34 pm — Replies 0 — Views 5