Witt Jay R CPA

Tax and financial planning advice with respect to family wealth matters, particularly with respect to life transition and wealth transfer issues. Extensive experience working with clients, their attorneys, and other advisors in the financial and tax aspects of business decisions and conflict resolution.

Particular experience in estate matters such as planning, trust funding decisions, estate tax return preparation, audit representation before tax authorities, trust and estate accountings and litigation support. Additional specialized industry experience in vineyard operations, food and entertainment and professional service providers, including physicians and attorneys.