Asset protection and estate tax planning for business owners and high-wealth individuals.
At Community CPA, we understand that estate planning is more than just financial preparation — it’s about protecting your legacy, securing your family’s future, and making sure your wishes are honored. Whether you are a business owner, high-net-worth individual, or someone who simply wants to ensure their hard-earned assets are well-managed and transferred efficiently, estate planning is essential.
Ask yourself: “Do I care about what I have today, and do I care about what will happen to my money and business after I die?”
If the answer is yes, then you need an estate plan.
Our team specializes in estate planning strategies tailored for entrepreneurs, immigrants, and individuals who may not come from generational wealth. We provide culturally sensitive, strategic planning solutions to help you safeguard your assets today and for generations to come.
What We Offer
Our estate planning services are designed to be as dynamic and personal as your financial journey. Whether you are at the early stages of accumulating wealth or managing a complex portfolio of assets, we tailor our approach to fit your specific needs. From initial analysis to long-term planning and continued support, our goal is to provide you with peace of mind and a strategy that grows with you.
- Comprehensive Analysis: We conduct a thorough review of your financial situation, including assets, liabilities, and business interests.
- Strategic Planning: We develop a customized estate plan that aligns with your goals, minimizes taxes, and ensures a smooth transition of assets.
- Ongoing Support: Estate planning is an ongoing process. We continually monitor changes in your circumstances and financial assets, updating your estate plan as needed.
Learn more about the process of estate planning on our blog.
Our Service Area
Community CPA proudly serves clients across the U.S. and internationally through our strategically located offices in:
No matter your location, we offer convenient virtual appointments to deliver the highest quality service in a way that works best for your team.
Our Estate Planning Team
At Community CPA, our estate planning team includes experienced CPAs, tax advisors, and business consultants who work together to create comprehensive, forward-thinking plans. We bring a deep understanding of tax law, business valuation, and asset protection strategies — and we tailor our advice to meet your unique background and financial goals.
Whether you’re building wealth, protecting what you’ve earned, or preparing to transfer your legacy, our team is here to guide you at every step.
Ying Sa
CEO & Managing Partner
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Estate planning doesn’t have to be overwhelming — and you don’t have to do it alone. Let us help you build a plan that reflects your values, goals, and family needs.
