Increasing your wealth is our business...
Conniff Accountancy Corporation specializes in consulting and tax planning for closely held businesses and high net-worth individuals.
We provide business consulting services to help grow your business, reduce tax burdens, and devise strategies for eventually transitioning or selling.
We work extensively with high net worth individual clients to develop an overall strategy for investing, retirement planning, college savings, trust and estate planning, and other aspects of wealth management.
Some of our industries we specialize in are International Corporations, Professional Sports, Real Estate, and Commercial and Residential Construction.
- Taxation
- Business Services
- Wealth Planning
Leonard Conniff, CPA has over 20 years of taxation experience serving both businesses and individuals. Leonard has 5 years of experience as an IRS Revenue Agent, 12+ years of experience at a regional San Francisco Bay Area firm, and several years as a principal of Conniff Accountancy Corporation. To supplement his broad experience, in 2005 Leonard obtained a Certificate in International Taxation from Golden Gate University. In addition to being licensed as a California Certified Public Accountant, Leonard is also a licensed as a California Real Estate Broker.
Leonard's broad experience gives Conniff Accountancy Corporation the unique ability to understand a wide variety of tax issues. And should you ever need it, Leonard's experience as an IRS Revenue Agent gives him the unique understanding necessary to properly represent you before the IRS and other taxing authorities.
With over 15 years of Small Business Consulting, Conniff Accountancy Corporation has a multitude of tools to assist you with your business - whether you are just getting started, or have a mature business and are looking for the next step.
Our Consulting Services will help:
- Grow your Business
- Handle a variety of Business Issues
- Reduce Tax exposure and risk
- Devise Strategies for Transitioning
- Plan and Prepare for Buying or Selling
High Net Worth individuals and families need a well developed strategy in order to protect and effectively enhance their net worth.
Our Planning Services will help:
- Develop a concise Investment Plan
- Plan for Retirement
- Properly setup College Savings Plans for your family
- Setup a Trust and develop an effective Estate Plan
- Plan for other aspects of Wealth Management unique to your situation
Debt Reduction Strategies
Values of residential and commercial real estate
continue to decline, in some cases, well below the underlying
debt on the property.
Should the borrower seek to modify the loan with
the lender? Should they allow the lender to foreclose on
the property? Should they give the lender a deed in lieu
of foreclosure? Or perhaps they should consider a short-sale?
Each of these options has very different tax
implications which depend on the type of debt and several other
factors.
It is critical to fully understand the tax
consequences prior to implementation of any one of these
strategies.
Please call us
for more information or to schedule a consultation.
Conniff Accountancy Corporation
2410 Camino Ramon, Suite 155
San Ramon, CA 94583
Tel: 925.884.0272
Fax: 925.786.1822
