Sam Kim has over 15 years of experience advising high net worth individuals and families and their related businesses, family offices, trusts, owners of closely held businesses, and founders and significant shareholders of private and public companies.
Sam’s practice areas include:
- Income tax planning and compliance for individuals,
fiduciaries, pass-through entities, and private foundations - Qualified Small Business Stock (QSBS) planning
- Pre and post tax planning around significant liquidity events
- Federal and state tax controversy matters
- Estate and wealth transfer planning
- Charitable giving strategies
- Family office operation and supervision
Firm
Location
Los Angeles, CA, United States
Education
- University of California, Los Angeles, BA (Economics)
Affiliations
- American Institute of Certified Public Accountants