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“ Asset protection works! Thank God Steven and his staff helped me to understand the need to set up my estate planning and my asset protection years ago. ”
Joe Warren
“ From a simple living trust for estate planning all the way to the impenetrable fortress of an offshore trust, Steven saved my life, my assets and reduced my taxes with his advice.”
Ed Myers |
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Steven Sears, CPA, Attorney
Our principal, Steven Sears, has a Bachelors Degree in Business Administration, a Masters Degree in Tax Accounting, and a Law Degree. Mr. Sears is also a licensed CPA, and has a successful practice as a tax attorney in Orange County, California. He is a featured speaker at frequent seminars, and has been interviewed on television and radio numerous times. Mr. Sears has published articles in professional tax planning and tax perparation journals and also lectures in tax law.
Professional
Personalized assistance in all tax, legal, financial and accounting matters that affect your estate planning, tax planning and both offshore banking and private banking requirements have been a hallmark of our service since 1979. We know our success is only possible with personal service, complete confidentiality and rigorous competence.
Portfolio Management
We have established relationships with many of the largest international banks. We assist with the portfolio management services that provide bank secrecy and confidentiality for your investments.
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Interviews
Steven Sears has been interviewed on television and radio numerous times. Click on the below links to see transcripts of a few interviews.
01. Jean Carrol Interview
02. LA Times Interview
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