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wealth transfer planning

wealth transfer planning Posts

Retirement planning for high net worth clients assisted by CPA and tax advisor at Evans Sternau CPA.

Retirement Planning for High Net Worth Clients

May 15, 2024

Elevate your retirement planning as a high net worth individual. Discover tailored strategies, risk management techniques, and tax-efficient approaches for financial freedom. Navigate the complexities

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Family office tax planning together with tax advisor from Evans Sternau CPA.

Family Office Tax Planning

April 11, 2024

Explore the intricacies of family office tax planning and discover the pivotal role a CPA in Houston plays in navigating complex financial landscapes. From comprehensive

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Tax advisor working with client on charitable giving and tax advantages for high net worth clients at Evans Sternau CPA.

Charitable Giving and Tax Advantages for High Net Worth Clients

April 11, 2024

Elevate your philanthropy and financial strategy with our guide on charitable giving and tax advantages for high net worth clients. Discover strategic approaches, tax-efficient vehicles,

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streamline process Houston Outsourced Accounting Firm

Streamline Your Finances with a Trusted Houston Outsourced Accounting Firm

October 19, 2023

Unlock growth potential with a Houston outsourced accounting firm. Streamline your business for success today!

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a woman sitting at a desk writing in a notebook

Wealth Transfer Planning: All You Need To Know

September 5, 2023

Many people live and work with both their own and their family’s future in mind. This is why it is possible that you have been

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Navigating wealth transfer planning is complex and can be eased with the help of an experienced CPA.

Navigating Wealth Transfer Planning: Ensuring a Lasting Legacy

August 14, 2023

Wealth transfer planning is a crucial aspect of financial management that enables individuals to effectively pass on their assets and values to future generations. Whether

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CPA in Houston provides family business tax planning services

Tax Planning for Selling Your Family Business – CPA in Houston

March 13, 2023

Evans Sternau CPA is a CPA in Houston and provides tax planning and tax advisory services to help you navigate the process of selling your

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Evans Sternau logo (in color). "Evans" is blue, "Sternau" is yellow – the name is to the left of four symbols that resemble "E" and "S".
  • About
    • About Us
    • The ESCPA Difference
    • Client Testimonials
    • Careers
      • Work With Us
      • Partnership Program
  • Locations
    • Austin
    • Houston
    • The Woodlands
  • Insights
  • Business Services
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Business Services
      • 1031 Exchange
      • Cost Segregation
      • Entity Selection
      • Foreign Tax Compliance
      • Mergers & Acquisitions
      • Payroll
      • Research & Development Tax Credits
    • Accounting Services by Industry
      • Construction
      • Family Offices
      • Franchises
      • Health Care
      • Leisure & Hospitality
      • Maintenance
      • Manufacturing & Distribution
      • Oil & Gas
      • Professional Services
      • Real Estate
      • Retail
      • Technology
  • Individual Services
    • Tax Advisory and Preparation
    • Wealth Transfer Planning
    • Trust & Estate Planning
    • Wealth Management
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