Michael Norton, Cpa, Cfp® Email & Phone Number

Los Angeles, Ca, Us

San Juan Capistrano, Ca - California, Us

Family Office

Los Angeles, Ca, Us

• Advisor and relationship manager for affluent families and family office clients, performing complex & creative estate planning, retirement planning, tax advice, investment management, and business advisory services• Cash flow management, personal financial statement creation, consolidated reporting, entity creation (and dissolution), and management of bill pay services• Weekly communication with CPA & law firms to ensure accurate data is prepared for tax season, and quarterly estimates• Review of operating agreements, assist with real estate closings and aircraft purchases, and coordination with household staff/property managers

Gb

• Helping clients create an integrated global structure in line with their specific business strategies, including building and maintaining a tax-efficient framework for redeployment of foreign earnings and potential reinvestment, future acquisitions, debt repayment, and returns to shareholders.• Analyzing and quantifying tax assets, tax risks, and contingencies of potential target corporations, assisting with development of negotiation strategies throughout acquisitions, facilitating deal expedience to reduce risk and business disruption, and ultimately enabling clients to better quantify the value of an acquisition and set a deal price.• Advising clients on how to utilize carve-outs, spin-offs, and IPOs to plan and position a business for sale.• Private equity planning for tax efficient debt servicing and refinancing, and exploring structuring techniques that reduce transaction costs and provide flexibility for subsequent disposals/reorganizations and exit/IPO planning.

Gb

• Tax planning and consulting for high net worth individuals, family offices, and private companies, including but not limited to, estate planning, entity structuring, and financial advice• Review of federal and state tax returns for individuals, trusts, estates, private foundations, partnerships and corporations• Resolve tax compliance issues including the review of written notice responses to federal and state taxing authorities• Research tax technical issues and compose tax strategy memorandums for clients

• Prepare investment schedules, review investment statements, and assist with investment strategy planning• Create financial statements for personal and business operations• Analyze personal and business insurance policies• Prepare royalty schedule and forecast future receivables • Assist with estate planning and tax planning models

New York, Ny, Us

• Researched global business opportunities and investment activities focused on renewable energy alternatives; generated a memorandum used for global expansion of renewable energy services• Administrative tasks including training in firm software, and online library• Researched and analyzed financial lawsuits and developed case files for future firm use

Sydney, Nsw, Au

• Organized, planned, and supervised networking events for senior business managers and owners• Assisted with billing, cash flow, and schedule planning

Shadowed accountants, and business executives to learn business management skills and operation techniquesOrganized, scanned, and reviewed financial statements

Master Of Business Administration - Mba

Bachelor Of Science, Economics; Financial Applications

Education record

Education record