Stevens, Sloan & Shah CPAs
Stevens, Sloan & Shah CPAs
  • Home
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    • Mr. Stevens
    • Mr. Sloan
    • Mr. Shah
  • Our Team
    • Mr. Shah
    • Michael Shah
    • Neil Shah
    • Dennis Shaler
  • Our Expertise
    • Agriculture & Farming
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    • Wealth Creation
    • Consulting
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    • Taxation
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    • Technology & Systems Implementation
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    • File Share
    • Online Resources
    • Remote Support
  • Contact Us
    • Monterey County
    • Silicon Valley
  • Home
  • Our Firm
    • Mr. Stevens
    • Mr. Sloan
    • Mr. Shah
  • Our Team
    • Mr. Shah
    • Michael Shah
    • Neil Shah
    • Dennis Shaler
  • Our Expertise
    • Agriculture & Farming
    • Real Estate & Construction
    • Faith-Based Institutions
    • High Net-Worth Individuals
    • Family Businesses
    • Banks & Financial Institutions
  • Our Services
    • Wealth Creation
    • Consulting
    • Estate Planning
    • Taxation
    • Virtual CFO & Accounting
    • Technology & Systems Implementation
  • Blog
  • Resources
    • Forms & Templates
    • File Share
    • Online Resources
    • Remote Support
  • Contact Us
    • Monterey County
    • Silicon Valley

"SKILLED BUSINESS ADVISERS"

We find solutions to problems.

Estate & Trust Planning


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We want our clients to leave a legacy - whether the goal is to pass on wealth to the next generation, to other loved ones or to your favorite charities. Through careful tax planning, our clients can pass on the maximum amount of wealth with the least amount of estate, gift and income tax. However, many clients are also concerned about the future of their spouses, children and grandchildren: they want to keep their legacies intact, preserve family wealth within the family but also protect family assets from being frivolously spent away. By working with a team of attorneys, appraisers and estate planning experts, we help alleviate these worries. We advise our clients to hire the best attorneys to get the best advice. We prepare the client and the heirs for the transition of wealth from one generation to the next. We advise the client on complex accounting and tax issues such as giving up or maintaining control, business succession planning, wealth distribution, division and use by heirs, and asset protection. Finally, we walk through trust formation, accounting and administration for various types of trusts including: 
  • Grantor Trusts, Living Trusts, Bypass Trusts, Marital Trusts, QTIPs
  • Qualified Personal Residence Trusts
  • GRATs & GRUTs
  • IDGTs & BDITs
  • Charitable Trusts & Other Estate Planning Vehicles

Wealth Creation

We aren't only tax accountants; we are business accountants.

Consulting & Advisory

Our clients come to us because they're looking for answers to their problems.

Taxation & Tax Planning

Tax decisions need to make economic and business sense.

Virtual CFO & Accounting

Proper accounting lets you plan, evaluate and grow.

Technology & Systems

Building systems and procedures increases efficiency, productivity and your net worth.

Privacy Policy and Disclaimer
© Copyright 2015 - Stevens, Sloan & Shah CPAs - A California Professional Corporation
975 West Alisal Street, Suite D, Salinas, CA 93901  ||  1631 Willow Street, Suite 110, San Jose, CA 95125
Serving Salinas, Monterey, King City, Soledad, Carmel, the greater Monterey County Area, Silicon Valley and the Greater Bay Area