Financial Team:

What Makes a Financial Team and Why would you need a team?

Does Every Person, Family and Business Need a Financial Team to Build a Successful Plan? No. You may not need a team. Depending on the size of your income, your business, your estate value, you may need an insurance agent, an attorney, a CPA, an investment resource. You may already have these professionals.

We meet various folks in various positions and transitions of life. Over the years, clients and agents alike have asked us for a referral to a CPA or estate planning attorney because they have legal or tax questions. We are an insurance marketing company and we market insurance products. We are not attorneys and cannot provide legal advice and we are not tax advisors. If you are in the position when you need a CPA or an Attorney who specializes in trusts and estate planning,and need that referral, below is their information. These associates have their individual practices. We have associated with Certified Professionals in these two following specialties : resources to help you step in that next lifestage plan.

  • Certified Public Accountant
  • Estate Planning Attorney

Brad B. Chowdhury, CPA( State of CA Certificate: 75921)

BBC Tax & Accounting, Inc. - incorporated in the State of California on May 16, 2006 and specialized in small businesses and IRS audits.

  • Small Business Owners

    wholesale, entertainment, insurance, medical, and other service related individuals.

  • 1099 Individuals
  • graduated from California State University Dominguez Hills with honors (cum laude) in 1991.
  • He worked over five years in a CPA firm, Jones McGinty & Parquet, in Huntington Beach – where he learned the nuts-and-bolts of accounting, bookkeeping, compilation, review, audit, tax preparation, and represented clients before various government tax agencies.
  • American Honda Motors Company (1998-2000)
  • The Boeing Company (2000-2004) in various positions and responsibilities.
  • He also spent one year at Endologix (2004-2005) mainly managing its Sarbanes-Oxley internal control documentation.

 

Brian S. Mandel, Esquire

4590 MacArthur Blvd., Ste. 500
Newport Beach, CA  92660
Phone: (949) 660-0007
Fax:      (949) 660-0009
brian@brianmandellaw.com
www.brianmandellaw.com                               
State Bar of CA Seal for Specialty Estate Planning Trust and Probate LawTHE LAW OFFICES OF BRIAN S. MANDEL                                          

Recognized since 2004 by the State Bar of California as a Certified Specialist in Estate Planning, Trust, and Probate Law.

Brian Mandel is recognized by the State Bar as a Certified Specialist in Estate Planning, Trust, and Probate Law.  Less than 1% of all California attorneys have achieved this elite distinction.    Certified Specialists, by virtue of their experience, on-going legal education, and the recognition and respect of their peers, have achieved a level of legal knowledge and professionalism that very few attorneys in California have achieved.  The requirements for certification are:

  • Taken and passed a comprehensive full-day written examination in estate planning, trust, and probate law administered by the State Bar of California Board of Legal Specialization;
  • Demonstrated a high level of expertise and requisite number of years of experience in estate planning, trust, and probate law;
  • Fulfilled mandated ongoing education requirements in estate planning, trust, and probate law;
  • Been favorably evaluated by other attorneys and judges familiar with his or her estate planning, trust, and probate work.

Why does the State Bar certify legal specialists?

  • To help the public identify attorneys who have demonstrated proficiency in specialized fields of law;
  • To encourage the maintenance and improvement of attorney competence in specialized fields of law.

The Law Offices of Brian S. Mandel offers the following benefits:

  • Free initial client consultations;
  • Fixed-Fee value pricing (no surprise hourly billings);
  • Credit card payment plans;
  • Quick case turnaround, usually within 3 - 4 weeks;
  • Convenient office hours and easy telephone accessibility;
  • Client Seminars on basic or advanced estate planning at no charge;
  • Free Illustrations for Charitable Remainder Trusts, ILITs, QPRTs, etc.;
  • Expertise in multi-generational asset management and control techniques;
  • Complementary consultations with other professionals in order to design the client's plan in a collaborative environment.