Individuals, Families and
High Net-Worth Individuals

Anticipating generations of success

Calegari & Morris’s forward-looking, hands-on personal tax planning and compliance practice is highly regarded in the San Francisco Bay Area. Our proactive, interactive team takes expert care of individuals, family groups, high net-worth individuals, the owners of closely held businesses, as well as younger individuals anticipating success. We’re good listeners, good analyzers, and good thinkers, and we put our depth and breadth of experience to work from the first meeting on. We’re also a firm where people stay for many years, so there’s always a team member who’s familiar with you and your family.

In addition to our keen expertise, you’ll have access to a network of professionals, including attorneys, investment managers and retirement experts that we’ll recommend depending on your specific needs and the complexity of your situation. By collaborating with these experts, we’re able to ensure that you receive the best guidance available. Independent and objective, we don’t receive any fees or commissions for our recommendations, only the satisfaction of seeing you achieve your financial goals.

We look forward to meeting you and to helping you, and future generations, achieve your financial goals. We can assist you with many complex issues, including:

• Quarterly and annual income tax planning

• Retirement contributions and distributions

• Employee stock option analyses

• Alternative minimum tax planning

• Acceleration or deferral of income

• Cash flow analyses

• Tax-deferred exchanges

• Charitable donation planning

• Life insurance reviews

• Mortgage financing and refinancing options