Witt Jay R CPA

Tax and financial planning advice with respect to family wealth matters, particularly with respect to life transition and wealth transfer issues. Extensive experience working with clients, their attorneys, and other advisors in the financial and tax aspects of business decisions and conflict resolution. Particular experience in estate matters such as planning, trust funding decisions, estate tax return preparation, audit representation before tax authorities, trust and estate accountings and litigation support.

Additional specialized industry experience in vineyard operations, food and entertainment and professional service providers, including physicians and attorneys. On-going consulting specifically for CPAs and other financial service professionals as a technical advisor. Broad experience in analyzing matters of current or potential financial conflict and in serving as either a consultant in developing creative solutions and problems resolution or as an advocate, mediator or expert witness in more formal actions.