Praetorian Advisors

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Financial Planning Consultants, Accounting Services, Business Coaches & Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

22 Years

in Business

(949) 760-4040Call Visit WebsiteVisit Website Map & DirectionsDirections2101 E Coast HwyCorona Del Mar, CA 92625 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Praetorian Advisors

Tax Planning
Praetorian Advisors’ select client base consists primarily of successful families, but also estates, corporations, trusts, family partnerships and other entities associated with these individuals. Many of our clients require strategic tax planning relating to stock options and other forms of equity compensation, an area in which we provide a deep level of expertise. Corporate Executives, entrepreneurial business owners, professional athletes and estates with administrative needs, among others, are also representative of the client base.

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Places Near Corona Del Mar with Financial Planning Consultants

Newport Coast (4 miles)
Newport Beach (5 miles)
Costa Mesa (5 miles)
Irvine (9 miles)
Laguna Beach (11 miles)
Aliso Viejo (12 miles)
Huntington Beach (13 miles)
East Irvine (13 miles)
Fountain Valley (13 miles)
Laguna Woods (14 miles)

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amex, cash, debit, discover, master card, visa

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Other Links

http://www.praetorianadv.com

https://www.praetorianadv.com/contact_us.html

Categories

Financial Planning Consultants, Accounting Services, Business Coaches & Consultants, Financial Planners, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (949) 760-4040

Address: 2101 E Coast Hwy, Corona Del Mar, CA 92625

Website: http://www.praetorianadv.com

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Praetorian Advisors

Tax Planning
Praetorian Advisors’ select client base consists primarily of successful families, but also estates, corporations, trusts, family partnerships and other entities associated with these individuals. Many of our clients require strategic tax planning relating to stock options and other forms of equity compensation, an area in which we provide a deep level of expertise. Corporate Executives, entrepreneurial business owners, professional athletes and estates with administrative needs, among others, are also representative of the client base.
Estate Taxes
Tax Services
Roth IRA
Tax Deductions
Assuming School One wins out, advice here is trickier than you might think depending on your income. We have a secret shared with some of you over the past two years. The 2017 Tax Cuts and Jobs Act (TCJA) was the biggest federal tax overhaul since 1986. That’s not the secret though. The secret is that most of the tax benefits were in fact for the “middle” class (middle in quotes as we have seen taxes go down for those earners up to roughly $800,000, not your classic definition of middle class). Yes, this is true even with the limitations on state tax and property tax deductions. (SALT). Lower tax rates, an overhaul to the good of Alternative Minimum Tax (AMT), and a deduction for certain Qualified Business income have all contributed to these lower taxes.
Income Tax
The IRS has announced the federal income tax treatment of certain lead service line replacement programs for residential property owners. It is required by the federal and many state governmen...
Tax Return Preparation
Business Tax Return Preparation

Bonds
Wealth Management
Paul Irving and Patti Drotter formed the boutique tax advisory and wealth management firm of Praetorian Advisors in October 2001 after spending a combined three decades providing high value and quality financial planning services to individuals and their closely held entities.

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following...
Payroll Services
Bookkeeping Services

Financial Planning
Long Term Care
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

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