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Home > Financial Services > Accountants > Ambrecht & Associates
Ambrecht & Associates
Ambrecht & Associates is a comprehensive estate planning, trust, trust litigation, tax, and tax litigation practice, with focus on traditional estate and gift planning, tax minimization techniques and probate avoidance, Family businesses succession planning, management strategy and communication, asset protection strategies, trust and estate litigation, tax audits and appeals, both U.S. and California, dealing with estate, gift, income, partnership, corporate, real property and international taxes.
Ambrecht & Associates is located in Montecito, California. The practice was established by John W. Ambrecht in 1980, and they generally serve clients with assets exceeding 5 million dollars. While the majority of their clients are from Santa Barbara County, they travel regularly to San Luis Obispo and Ventura Counties, and provide services to select clients throughout the State of California.
The Company focuses their practice on integrating sophisticated estate and tax planning to mesh with the intergenerational family dynamics of his clients, as well as tax controversy matters. The Company has developed expertise to assist clients to resolve conflicts between generations and to construct a lasting framework for family business management and ownership succession.
Ambrecht & Associates firm handles civil and criminal tax litigation, both state and federal. This includes tax audits, appeals, and trials. In Federal tax matters, they represent taxpayers at the audit, at Appeals, in trials in the U.S. Tax Court or U.S. District Court, and in appeals to the Ninth Circuit Court of Appeals. In California tax matters, they represent taxpayers in audits and appeals and in trials in state court.
The Company handles property tax appeals, whether pertaining to change in ownership issues or valuation matters. Each estate plan, trust distribution scheme, business plan, and business transaction which pertains to interests in real property which has a low base year value can benefit from structuring the distribution or transaction to avoid reassessment, if at all possible. This is particularly true for business entities where transfers of stock or partnership interests could trigger reconsideration of all of the real property owned by the business.
They provide sophisticated tax and estate planning for clients facing a significant estate tax burden. They utilize a variety of trusts drafted for each specific situation. Many of their plans include generous giving and establishing private foundations. After the death of a family member, they assist with estate and trust administration, and completion of the federal and state estate tax returns.
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