Business Interests as Part of Your Personal Wealth Management
you're a business owner, your company is likely the biggest
asset you own.
As you carefully craft your personal wealth strategy, there
are a wide variety of asset-protection strategies you should
consider to help ensure that your business will remain a
valuable asset for you and your family. Here are a few
separate entities to conduct riskier business
activities. Provided the entities are structured and operated
properly, you can prevent creditors from going after assets
owned by other entities within the group — even if they have
a sale-leaseback. Under this approach, you sell
certain valuable assets to another entity created by the
company's owners, and then you lease them back. Again, if it's
done right, you'll ensure that the assets no longer belong to
your company and, therefore, are out of creditors' reach.
the company of equity. Doing this may sound
counterintuitive, but it leaves less wealth exposed to
creditor claims. Equity stripping typically involves pledging
company assets as collateral for a loan and then lending funds
to its owners, who protect the loan proceeds with their own
personal asset-protection arrangements.
These are but a few examples of many to consider.
We can help you pinpoint the
strategies that both protect your specific assets and preserve
your company's distinctive ability to stay competitive.
Please contact us
at 925-634-2344 at your convenience and let's get started.
SMEED CPA Adds Financial
Services To Help Clients With
Investments & Insurance
often we here at SMEED CPA are asked about financial issues
that impact our clients investments and their portfolios.
We always offered our opinion and suggestions but in order to
help our clients actually execute the changes we suggest,
SMEED has created a Financial Services division.
SMEED Financial Services, Inc. will be able to
work with both individual and business clients on their
investment portfolios and manage assets on their behalf.
SMEED Financial will include Michael Uadiale,
ACA, CPA, CGMA; and Pablo Blanco who has
recently joined SMEED and comes with over 18 years of
financial sales and advising experience with affluent
Watch your inbox and mail boxes for more specific information
on services SMEED Financial Services, Inc will make available
Would You Give Me Your
Feedback & Testimonial
on Our Hotline?
Hello it’s Michael Uadiale, CPA of
SMEED CPA Inc. We’ve just installed a toll-free
number that I would like for you to call and tell me how you
think we are doing as your CPA firm.
Just dial 800-609-9006
extension 3638 and follow the instructions. If we’ve
done a good job please let me know. And if we can
improve on anything, please mention that too.
Us Be Found on
Also as we expand our business,
we find more and more people are using
YELP and Google
to look for us by searching Brentwood accountant or
When they do this we want to
be FOUND on GOOGLE. One way you can help us
is to give us an
ONLINE REVIEW on our Google Maps/Places listing --->
or on our YELP local listing
click here to go to our Google Listing for SMEED CPA and
click on the
YELP link to go there.
Scroll down to the Review area.
On either site it may say: Been here?
Rate and review
You will click on the Rate and
review link and then log in, then
give us a review!
You can choose between 1 and 5
STARS and write in what you think about the tax or accounting
work we have done for you.
It's that simple. Thank
you in advance for your help and cooperation!
As always you can call our offices if you have any
questions about these or any other accounting related issues, at
Regards, Michael Uadiale, CPA,
Managing Partner, SMEED CPA,