Joanne K Brenner, CPA

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Lynn Osband Events

Organizing and planning special events is part of our expertise at Lynn Osband Events. We can help you craft a meaningful and wonderful event that will leave a lasting impression. More importantly, we'll allow you to actually enjoy your own party! Our services include: - Providing guidance based on our years of experience to guarantee your event's success. - Utilizing existing connections to source the best vendors. - Coming up with fun and original ideas. - Taking over all the little details that can make or break an event so you don't have to worry. - Allowing you to be with friends and family instead of stressing out over last minute tasks on your big day. If you're in Silicon Valley and are too busy to organize your special event, get in touch with us at 408-981-8422 or LynnOsbandEvents@gmail.com. We'll discuss how to turn your dreams into reality and provide you with a free copy of 10 Tips for a Successful Event.

Tax Group of San Diego

Tax Group of San Diego has been in the business of providing high quality, cost-effective individual and corporate tax preparation and planning since 2010. Our team of Enrolled Agents possess a deep understanding of the tax field which allows us to provide our clients with comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one with our clients to ensure that they receive the best possible service. Our accountants and financial advisors are well-informed on the latest tax and financial laws, allowing us to keep our clients up-to-date and knowledgeable. Our offices are located in Mission Valley and San Marcos, giving us coverage throughout San Diego County. Appointments can be scheduled through our website calendar or by phone. My name is Joe Vallone, EA. If you're looking for a tax and business professional, please don't hesitate to call me. I'm confident that I can be your go-to person for years to come.

The Party Helpers

Kristin Dickens was inspired to pursue a career in catering after graduating from San Jose State University with a degree in Business Marketing. She decided to give it a shot for the summer and 30 years later, The Party Helpers is one of the leading caterers in Silicon Valley. Kristin was able to use her marketing, sales and decorating skills to build up the business and she also learnt about recipes, menus and portions along the way. The Party Helpers has provided catering services for a variety of occasions from christenings and graduation parties to weddings, baby showers and funeral gatherings. Their mission statement of “personal, professional catering” has stayed the same throughout the years. It involves constant striving for excellence and a commitment to going above and beyond the client’s expectations. Kristin's clients have remained loyal throughout the years and now, even their children are served by The Party Helpers. This is a testament to the dedication and hard work that Kristin and her team put into each event. With their attention to detail and organization, The Party Helpers will continue to be the premier choice for catering and event planning in Silicon Valley.

Catherine Gortner Properties

As a top 10% real estate agent serving Silicon Valley, I understand the value of working with an experienced broker to get the best sale price and a stress-free experience. My reviews demonstrate that I am able to exceed my clients' expectations by providing them with a custom marketing plan that leads to the highest possible sale price, often a record-breaking one. Before launching my brokerage, Catherine Gortner Properties, in 2003, I had a career as a Vice President of Business Development & Marketing in Silicon Valley. That experience allowed me to bring modern marketing techniques and big-dollar negotiations to the real estate industry. I have been a resident of the Bay Area since 1979, having graduated from Stanford University with both a Bachelor of Arts and Science and a Master of Science with Honors. I also attended Castilleja School for Girls in Palo Alto. My involvement in the local community includes serving on the board of directors of the Bay Area MLS, the California Association of Realtors, and a mutual water company where I was instrumental in negotiating its acquisition by San Jose Water in 2020. I live in the San Jose hills and have previously resided in Palo Alto, Portola Valley, and San Carlos. If you're looking for a top-notch real estate agent with the expertise to achieve excellent results, please don't hesitate to reach out. I'm here to help when you're ready.

Silicon Valley Law Offices

Silicon Valley Law Offices is a professional law firm based in Silicon Valley, California. Our team of experienced attorneys provide specialized services in family law (including divorce, custody, support and mediation), premarital agreements, and estate planning (such as wills, trusts, durable power of attorney, and health care directive). Our staff and attorneys are knowledgeable and fluent in both English and Spanish, enabling us to serve both English-speaking and Spanish-speaking clients. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Silicon Valley Photos

Silicon Valley Photos is a professional real estate photography service provider located in the San Jose-Bay Area. We offer a variety of services including photos, video, Matterport 3D, drone, floor plans, and creating a property website. Contact us today at 510 519 7116 to book a service or for more information about our services. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Law Office of Shirley Tam

Shirley Tam is the founder and principal of the Law Office of Shirley Tam. With over 13 years of experience in estate planning, she specializes in drafting trusts and wills, trust and probate administration, as well as trust litigation. Her expertise in this rare combination of services gives her a unique insight in avoiding potential issues commonly associated with poorly drafted documents. Shirley is an active member of the Santa Clara County Bar Association, the Silicon Valley Bar Association, and the Santa Clara County Estate Planning Council. Additionally, she attends a local estate planning litigation group, allowing her to stay up-to-date on the latest legal issues and cases.

Martin Lowe, CPA

I am Martin Lowe, CPA, dedicated to providing personalized and comprehensive tax services to individuals, small businesses, and corporations. My mission is to help clients manage their taxes with confidence and efficiency. I specialize in assisting Silicon Valley professionals and business owners with filing taxes, audit services, and tax resolution. Furthermore, I provide accounting and payroll services, as well as helping US expats to meet their tax obligations. With my experience and commitment to customer service, I make sure that clients feel supported and secure with their tax filings. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.

Radha Rustagi - Keller Williams Cupertino

Radha Rustagi of Keller Williams Cupertino is dedicated to providing excellent service to both buyers and sellers throughout the Bay Area. With her 15 years of sales and marketing experience, in-depth knowledge of contracts and disclosures, understanding of local markets and neighborhoods, insight into the local economy, and aggressive marketing plans and pricing strategies, she is well-equipped to help you achieve your goals. Radha's priority is to make sure that all her clients' expectations are exceeded. She uses critical thinking and problem solving skills to ensure that you get the best results possible in this competitive market. Radha holds membership in the National Association of Realtors®, California Association of Realtors®, and the Silicon Valley Association of Realtors®. Let her and her team represent you to get you the best results you deserve!

Balmoral Apartments

Live in the epitome of contemporary and urban elegance with Balmoral Apartments. Located in the beautiful Santa Clara, Silicon Valley, this residential community offers a wide range of amenities and conveniences that will enhance your personal lifestyle. Our spacious open floor plans come with 2-bedroom (starting at $3150) and 3-bedroom (starting at $5895) options, featuring desirable upgrades such as recessed LED lighting, WiFi, controlled central heating and air conditioning, expansive slab granite countertops, 9-foot ceilings with large crown molding and base, built-in stainless steel appliances, an advanced data center, and your own private balcony. We want our current and prospective residents to have the opportunity to experience all the potential that comes with living in a top-notch community. Balmoral Apartments is the perfect setting for your new home in the Silicon Valley.

Summerhill Park Apartments

Welcome to Summerhill Park Apartments, the premier Silicon Valley living experience. Nestled in the heart of Sunnyvale, our modern and sleek property is surrounded by lush greenery. Our pet-friendly apartments are perfect for those seeking spacious 1- and 2-bedroom floor plans, complete with quartz countertops, designer cabinetry, and hardwood-style flooring. This perfect combination of luxury and convenience can be found at Summerhill Park Apartments. Residents will enjoy access to a variety of desirable amenities such as a clubhouse and fitness center. Whether you are looking for a quiet retreat or an active lifestyle, Summerhill Park has something for everyone. Come discover the difference that Summerhill Park Apartments can make in your life!

Club Auto Sport Event Center

Club Auto Sport Event Center is an incredible venue for planning events in the Silicon Valley area. From corporate events and weddings to private and social gathering, this modern and sleek facility can provide an unforgettable experience for all who attend. The center is home to a variety of services and packages designed to make any event spectacular. With its stunning design and exceptional staff, Club Auto Sport Event Center guarantees satisfaction with each and every event. The team at Club Auto Sport Event Center are dedicated to making each event special and unique. The possibilities are endless with their versatile packages and experienced staff. From catering and audio/visual services to décor and entertainment, each event will be tailored to meet individual needs. Whether it's for business or pleasure, Club Auto Sport Event Center is the perfect place for your next event.