Spotlight

Affiliate Partners

What Makes Us Different?

Financial Planning Consultants, LLC (FPC) located in downtown San Jose is owned and managed by CPA’S who have over 20 years of experience in the accounting profession. As partners of PP&Co, we wanted to incorporate a financial planning and wealth management organization into our business model to further serve our clients. We believe the union of our expertise as CPA’S over the past decade with our highly experienced affiliates in the financial services industry, Legacy Capital Group and Hillis Financial Services, endows FPC with the resources to provide comprehensive planning strategies to our clients. We take a holistic approach to planning; tackling all the financial areas that could affect our clients. Teaming with our affiliates, we work closely to discover viable and suitable financial solutions while navigating our clients through the financial planning process. Our mission is to assist our clients in implementing successful strategies and to monitor progress on a regular basis so that they can feel at ease with their financial well being.

Latest News

Estate Taxes

Henry Goldstone, Financial Services Partner, states "as of January 1, there is no estate tax and no generation-skipping transfer tax, but there is carryover basis, the gift tax lifetime exemption is $1,000,000, and the gift tax rate has decreased to 35%. On January 1, 2011, the estate and GST tax returns and the estate, gift, and GST tax exemptions will be $1,000,000 and the maximum estate, gift and GST tax rates will be 55%, and the basis step-up returns, unless Congress changes the law. No one can predict what Congress will do, if anything, and whether any legislation will be retroactive to January 1, 2010".