As business managers, we manage and represent our clients in all
things financial: bookkeeping, bill paying, depositing income, paying
taxes, buying and selling major assets, risk management, and planning
for the future. If it involves money, there will be a smart and
efficient way to handle these affairs and that’s where we can help.
We follow professional accounting and tax practices and provide
access to world-class experts in the business of investment advisory,
estate and retirement planning, risk management, real estate, corporate
structure, and employee benefits.
Business Consulting
Business Consulting
We are here to assist and advise on a variety of personal and business transactions and future planning. We have considerable experience to share and are pleased to tailor our services to your unique needs.
Our experience gives us much to draw upon during client consultations and most likely we will have seen it before and understand the risks and opportunities you’re facing. We provide a forum to rationally examine your options and will offer professional advice and guidance based on your circumstances. When called for, we will arrange access to our network of tried and tested world-class experts in law, estate planning, real estate and construction, investments and other aspects of your financial life.
Business & Personal Accounting
Business & Personal Accounting
Many clients are seeking a day-to-day manager of their financial life. Cash management activities such as paying your bills, depositing your income, keeping your financial commitments, and managing your credit are among the daily details we can manage for you.
Financial Analysis & Reporting
Financial Analysis & Reporting
Keeping accurate books is essential for planning and tax purposes and our periodic reporting is based on your desire for feedback. The data we collect and organize provides you with valuable insight on your spending and savings trends that will help guide you in your financial decision making. Our goal is to deliver information to our clients that conveys security, comfort, and understanding.
Negotiations
Negotiations
Contract negotiations, family law matters and business disputes are among many complex issues where a client may benefit from outside support. Working in conjunction with your legal representation, we can provide valuable input concerning impacts on your finances and your tax obligations. When there is a considerable amount at stake, it is essential to have an advocate looking out for your best interests.
Risk Management
Risk Management
Protecting your loved ones and your hard-earned assets is critical in a world full of risks. Planning for these risks is the best course to peace of mind for your entire family. We work closely with a dedicated team of insurance brokers who are experts at arranging specialized policies for high net-worth individuals and their families. They will provide you with comprehensive and efficient insurance coverage customized to your unique needs. When the time comes to utilize these policies, the support and attention will be there.
Estate Planning Support
Estate Planning Support
Planning for the time when you will no longer be here is a cornerstone of long-term financial planning. Our experts will guide you in the choices to be made to ensure your wishes are carried out for the distribution of everything you own: your home, bank and investment accounts, automobiles, furnishings and personal possessions. The planning includes insurance products to provide for those after your death and to protect against the unforeseen. Bills & Stoll works with other professionals on your team to ensure all aspects of your estate are considered and that you are getting what you need from these services.
Tax Planning & Filings
Tax Planning & Filings
Tax law is a complex and constantly evolving landscape. Our tax professionals are very knowledgeable and experienced and will help develop a tax strategy to minimize your tax obligations, maximize your long-term investments and ensure you are receiving all tax advantages due to you under the law.
Our tax team can manage the preparation of individual, corporate, partnership, and trust returns, in addition to other types called for by your situation. Our firm will coordinate all payments and when required, will represent you before federal and state tax authorities.
Wealth Management
Wealth Management
Wealth management encompasses all parts of an individual’s financial life including investments, long term planning, accounting and tax services, retirement, and estate planning. Our clients find benefits in the holistic approach offered by Bills & Stoll which provides access to world-class resources to develop a wealth management plan guided by your personal objectives. We assist in navigating the complex investment and banking needs of wealthy individuals and their families. At each juncture in the process, the firm is there as your financial advocate to create a plan that fits you, even as your needs and goals change.
We have a deep understanding of the relationship between business and multi-generational families and its individual members. Our family office services are built around the knowledge that each family is unique and requires an approach appropriate for its members.
Wealth Management
Wealth Management
Bills & Stoll takes a comprehensive and holistic approach to managing family wealth to meet your short and long-term goals. We have expert resources at hand to help grow, protect and transfer family wealth. From asset, cash, and risk management to financial planning and family lifestyle issues, we have the services you need.
Personal Accounting & Reporting
Personal Accounting & Reporting
From day-to-day cash management and bill paying to cash-flow reporting and budgeting, we tailor our services to your family’s needs. The nature and cadence of reporting will be designed around your desire for information and feedback.
Asset Management
Asset Management
A family’s financial assets include its investment portfolio, real estate, insurance products and any high value personal assets such as luxury automobiles, aircraft and watercraft. These assets are the backbone to a wealth management plan and we offer specialized financial guidance for managing these assets that fits within an overall strategy.
Estate Planning Strategies
Estate Planning Strategies
Estate planning is about the distribution of personal wealth and assets according to your wishes. This involves a disciplined approach to the decision-making families must wade through to achieve their goals about the transfer of wealth and family assets. We help you to minimize the impact of estate taxes and can assist if your plans include charitable giving or the creation of foundations. Together with our experts, we provide a roadmap to guide you towards the best decisions for your family.
Financing family needs for Education and Healthcare
Financing family needs for Education and Healthcare
Providing a college education for your children is an important foundation for their future success. We can help plan for this large expense without compromising your other important financial goals.
Healthcare costs continue to rise but with smart planning and the right insurance products we can help minimize the risks and provide comfort that your family’s healthcare services are there when you need them. Included in our services are the submission of your family’s medical expenses to your insurance carrier for processing of reimbursements due to you.
Lifestyle Management
Lifestyle Management
A family office is designed to organize the specialized needs of high net-worth families in addition to the traditional wealth management services. This may include the coordination of background checks on personal and business staff, personal security, aircraft and yacht management, and assisting in business affairs.
Tax planning is a core component to any sound financial strategy
and Bills & Stoll provides comprehensive personal and corporate tax
services to meet your every need. Our tax planning is designed to
minimize the impact of your tax obligations, maximize the benefits of
your investment plans, and ensure you are taking advantage of every
available tax strategy.
Our tax specialists keep up with the changes in tax law and regulations and will revise tax strategies as the changing landscape requires. We manage the preparation of domestic individual, corporate, partnership, trust, and other types of tax returns as well as coordinate as necessary with international tax advisors. We schedule your tax payments and will also represent you before federal and state authorities as required.
Peace Over Violence is a Los Angeles non-profit, volunteer organization dedicated to building healthy relationships, families and communities free from sexual, domestic and interpersonal violence. POV began an annual Denim Day campaign in 1999 to bring awareness to these issues and to develop support for community services involving education, advocacy, prevention, and emergency response.
