Leaving California With Your Fortune Intact

Claims of a so-called “California Exodus” have begun again, spurred by tax hikes, ever-increasing regulations, and the recent departures of high-profile tech companies and other emerging industries.  It’s not just billionaires like Elon Musk or celebs like Joe Rogan turfing for the allegedly greener pastures of states like Texas and Florida, but low profile, high-net-worth individuals eyeing the exit door.  Mark Pariser, Certified Public Accountant and Partner at Dunn, Pariser & Peyrot, talks with Mike about the reality of leaving California, the Golden State, with your fortune intact.  Listen to Mark on how to do it right!  

When CEOs and celebrities need a thorough grip on their finances, Mark’s regularly the first person they call.  The quarterback of Dunn, Pariser & Peyrot’s financial team, Mark’s proactive management style preserves and grows wealth while prioritizing the clients’ peace of mind.  His approach lets them focus on making the best of their professional talents and personal lives. 

Mark’s long history of reliable service has made him a go-to for clientele in and around Hollywood, from actors and directors to international executives and entrepreneurs.  He oversees his clients’ affairs by providing budgeting and cash flow planning as well as incorporating insurance review, estate, and tax planning into his management activities.  Financial and business management is complicated and constantly shifting, as markets can be volatile.  Tax laws change and risks exist today that did not exist just a few short years ago.

Mark shares the firm’s belief in philanthropy and participates in the firm’s philanthropy committee, which selects the charities the firm sponsors.  In addition, he works closely with Manifest Works, an organization dedicated to workforce development and job placement for those affected by foster care, homelessness, and incarceration, to make sure they comply with the various tax rules that apply to charities.  To learn more, listeners can contact Mark at the following:

Mark A. Pariser, CPA

Dunn, Pariser & Peyrot

16027 Ventura Blvd |Suite 301 | Encino, CA 91436

Tel 818.285.0400 ext 107 | Fax 818.285.0401

Cell 310-770-1561

mpariser@dppcpa.com

https://dppcpa.com/
 

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