Tax Planning

RINA Accountants & Advisors strengthens its experience in fiduciary and inheritance tax planning with {industry} professional David Boekeloo

David Boekeloo, RINA Director, Trustee and Estate Services

David Boekeloo joins the company as Director, Trust & Estate Services

NORTHERN CALIFORNIA, CALIFORNIA, U.S., June 30, 2021 / – Accounting, consulting and asset management firm RINA Accountants & Advisors has added industry expert David Boekeloo to serve as director of the company’s Trust & Estate practice , Trust & Estate Services.

Mr. Boekeloo has been providing tax and legal advice to independent financial advisors, auditors, various financial institutions and lawyers for over 20 years. His expertise lies in estate and income tax planning with a focus on:
• Inheritance and income tax planning for wealthy and very wealthy individuals
• Corporate succession planning for owners of closely related companies
• Asset protection planning for wealthy and very wealthy individuals and their beneficiaries
• Advanced trust and fiduciary planning strategies

He also provides innovative estate planning services for high net worth individuals and business advisory planning for owners of closely run businesses, including financial advisory practices.

“David is an encyclopedia of financial planning knowledge and is truly an expert on a variety of areas of tax and estate planning,” said Tom Neff, Managing Partner at RINA. “His addition to the team will allow us to expand our ability to offer our clients an integrated approach to income tax, wealth management and estate planning for our clients. David has a unique ability to design creative and comprehensive solutions to complex estate and business planning issues in a way that is in the best interests of the client in both the short and long term. We look forward to introducing it to our customers. “

Mr. Boekeloo holds a Law Degree (JD), a Masters in Taxation (MST), is a Certified Financial Planner Professional (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP). He has authored several academic articles on a variety of tax and estate planning topics and speaks frequently at legal, tax, and industry conferences.

He will work closely with the Tax Department and RINA Wealth Management Services to provide services that address the financial difficulties of businesses and individuals.

About RINA accountants & consultants
RINA Accountants & Advisors is a leading accounting, advisory, and asset management company in Northern California that helps entrepreneurs, family businesses, and high net worth individuals achieve their goals. RINA offers industry-oriented practices with specialized expertise in real estate, international tax and nonprofit organizations. RINA is dedicated to serving our customers. The professionals live the company motto: “Your future is our focus”.

Keith Block
RINA accountant & consultant
+1 510-873-0955
email us here
Visit us on social media:

You just read:

News provided by

June 30, 2021 at 8:14 pm GMT

EIN Presswire’s priority is source transparency. We don’t allow opaque clients, and our editors try to carefully weed out false and misleading content. If, as a user, you see something that we have overlooked, please make us aware of it. Your help is welcome. ONE Presswire, Everyone’s Internet News Presswire ™, seeks to define some of the boundaries that are appropriate in the world today. Please see our editorial guidelines for more information.

Submit your press release

Related Articles