CPA Attorney, LLC

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CPA Attorney, LLC CPA Attorney, LLC offers expert Estate Planning, Asset Protection, Tax Services, and Financial Services in Las Vegas.

Helps Protect your assets and secure your financial future. CPA Attorney, LLC, established in Las Vegas in 2018, is a reputable financial and legal powerhouse catering to clients across the nation. Their services include tax planning, preparation, bookkeeping, estate planning, business advisory, asset protection, advanced tax strategies, federal solar tax credit, and wealth management. Led by a dedicated team of experts, CPA Attorney prides itself on transparency and client success. From startups to seasoned enterprises, no matter the complexity of their financial or legal landscape, clients find tailored solutions to navigate entity creation, solar tax planning, and various other challenges. CPA Attorney, LLC is your trusted partner in securing financial clarity and achieving financial security.

An HSA offers a triple federal tax benefit: deductible contributions, tax-free growth and tax-free withdrawals for quali...
10/28/2026

An HSA offers a triple federal tax benefit: deductible contributions, tax-free growth and tax-free withdrawals for qualified medical expenses. You need an HSA-eligible health plan to contribute. For 2026, the limits are $4,400 (self-only) and $8,750 (family), plus a $1,000 catch-up at age 55+.

Some people pay current medical bills out of pocket, save the receipts, and leave the HSA invested for later.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

Big gain on appreciated stock or real estate? A charitable remainder trust can let you sell inside the trust without imm...
10/27/2026

Big gain on appreciated stock or real estate? A charitable remainder trust can let you sell inside the trust without immediate capital gains tax, receive an income stream for a term of years or for life, and take a partial charitable deduction now, subject to IRS requirements.

What's left goes to the charities you choose.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

The lifetime exclusion, annual gifts, trusts and basis all work together. Our guide shows how family estates coordinate ...
10/27/2026

The lifetime exclusion, annual gifts, trusts and basis all work together. Our guide shows how family estates coordinate them, without the legal jargon.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

Life insurance proceeds are usually income-tax-free, but they can still be included in your taxable estate if you own th...
10/26/2026

Life insurance proceeds are usually income-tax-free, but they can still be included in your taxable estate if you own the policy. An Irrevocable Life Insurance Trust (ILIT) can keep proceeds outside the estate and provide liquidity for heirs.

Transferring an existing policy to an ILIT? If you die within 3 years of the transfer, the proceeds can be pulled back into your estate.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

Family limited partnerships and LLCs can centralize management of family assets. When properly structured and supported ...
10/25/2026

Family limited partnerships and LLCs can centralize management of family assets. When properly structured and supported by a qualified appraisal, gifts of interests may qualify for valuation discounts for lack of control and marketability.

The IRS scrutinizes FLPs closely. A genuine non-tax purpose, separate accounts and respected formalities are essential.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

For 2026, the gift tax annual exclusion is $19,000 per recipient, and each spouse can use their own exclusion for the sa...
10/23/2026

For 2026, the gift tax annual exclusion is $19,000 per recipient, and each spouse can use their own exclusion for the same person. Gifts within the exclusion generally don't use any of your lifetime exemption. Two exceptions: married couples who split a gift, and anyone making the 5-year election to front-load a 529 plan, generally must file a gift tax return (Form 709), even when no tax is due. Gifts meant for 2026 must be completed by Dec 31.

Attorney Advertising. General information only, not legal or tax advice. Lenny Whiting, Esq., licensed to practice law in Nevada only.

Real Estate Professional Status can turn "passive" rental losses into deductions against your other income. Generally yo...
10/22/2026

Real Estate Professional Status can turn "passive" rental losses into deductions against your other income. Generally you need 750+ hours a year in real property businesses AND more than half your working time there, plus material participation in the rentals.

Documentation wins or loses this one. Talk to us before you claim it.

Stock options: ISOs and NSOs are taxed very differently. Exercising ISOs can trigger AMT even if you don't sell. NSOs ar...
10/22/2026

Stock options: ISOs and NSOs are taxed very differently. Exercising ISOs can trigger AMT even if you don't sell. NSOs are taxed as wages at exercise. And an 83(b) election on restricted stock must be filed within 30 days, with no extensions.

Plan the timing before you exercise.

Itemizers: the SALT deduction cap is $40,400 for 2026, but it phases down for modified AGI above $505,000 (and never bel...
10/21/2026

Itemizers: the SALT deduction cap is $40,400 for 2026, but it phases down for modified AGI above $505,000 (and never below $10,000). Business owners in states with a pass-through entity tax may get around the cap entirely.

Multistate owners, let's check whether your entity should elect in.

Moving to Nevada to escape state income tax? High-tax states like California may still claim you as a resident. Domicile...
10/20/2026

Moving to Nevada to escape state income tax? High-tax states like California may still claim you as a resident. Domicile is judged on where you live, work, vote, bank, keep your family and spend your time.

A clean move is planned and documented. Talk to us before, not after, the residency audit letter arrives.

Address

Las Vegas, NV

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17028522577

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