Newport Beach Tax Strategy Services

A Customized Tax Strategy That Will Save You Money

With rules and regulations constantly changing, it’s hard to keep up with the most up-to-date tax strategies. Worse, many tax strategies require you to give up the use of the assets that improve your quality of life.

There are many ways to reduce taxes, but finding the strategies that will coincide and complement your financial and life goals? Not so much.

Take advantage of our legal tax strategies to reduce and eliminate taxes, save the money you worked hard to earn, and enjoy the quality of life you deserve.

  • Have a goal-based plan that is customized for your unique needs
  • Reduce and mitigate taxes
  • Your unique circumstance
  • Get assistance on gift and estate tax, property tax, capital gains tax, income tax, and more
  • Have peace of mind knowing your tax plan is done right and your assets are protected
  • Gain access to the most up-to-date legal tax advice and strategies
  • Use the tax savings to grow your wealth and create the quality of life you want.

Our Simple Tax Strategy Process

1. First, we listen.

When you schedule a planning session with us today, we will listen with compassion and care to help you understand your options then recommend your next best steps.

2. Design & Implement Your Plan

Each plan or strategy we offer is customized to your personal family needs using a personable and complete process to provide the best tax strategies and protections available for your family.

3. Support for Life

When you work with us, you become family. You will have a lifelong relationship with a family trust attorney that you can continue to turn to if your assets or the law changes.

Why spend money on taxes that the government allows you to reduce?

Hire the Meier Law Firm for your tax strategy needs and reduce or eliminate unnecessary taxes.

Top-Rated Newport Beach Estate Planning Attorneys

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How Can We Help?

Here are some of the main ways we help our clients. Not sure where to start? Book your planning session.

Don’t Leave your Family at Risk one more day

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We create a solution
You get peace of mind

Online & In-Person Workshops

Join a live webinar, register for an in-person event or invite Laura and Josh to speak at your company event.

Take Control of Your Family’s Future

In Good Parents Worry, Great Parents Plan, estate planning attorney and mother Laura Meier shows you the legal and practical steps you must take to protect your children from temporary foster care, courtrooms, loss of inheritance, and other turmoil most kids experience when their parents pass away.

“Laura Meier’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. Laura’s real-life stories and actionable advice make this read a trustworthy resource for budgeting, investing, and preparing for a financial crisis.”

Barbara Corcoran,

Founder of The Corcoran Group and Shark on ABC’s Shark Tank

Our Team

Newport Beach Estate Planning Attorneys

Serving Clients Throughout California

Virtual and in-person appointments available.