Providing creative tax and wealth planning strategies in an ever-changing economic and political landscape. Guerra Tax and Wealth Planning, PC
Guerra TWP assists high net worth individuals, business owners and their families in the establishment of trusts and business entities
designed to:
1. Minimize and/or eliminate income and estate taxes;
2. Maximize wealth protection; and
3. Enhance the dis
position of assets to avoid probate, facilitate proper business succession and reduce the likelihood of future conflict.
To accomplish these goals, Guerra TWP creates protective entity
structures, corporate entities for Qualified Small Business Stock
income tax benefits, charitable trusts, dynasty trusts, life insurance
trusts, foreign and domestic asset protection trusts, and also assists in leveraged gifting transactions for estate tax minimization. Prior to founding Guerra TWP, Managing Partner, Nicholas Guerra,
Esq. (“Nick”), was a Partner in the Tax, Trusts and Estates department at a multi-state Am Law 200 firm. Previously, Nick practiced tax, trusts and estates law at two Am Law 100 firms representing actors, directors, writers and producers residing in Los Angeles, CA, start-up companies located in Silicon Valley, CA and hedge fund managers residing in New York, NY. in Accounting from the University of Florida
Fisher School of Accounting in 2005, his J.D. from the University of
Florida Levin College of Law in 2007 and his LL.M. in Estate Planning from the University of Miami School of Law in 2009.
Nick is admitted to practice law in Florida, New York and California.
