6 Client Reviews
Showing 1 - 4 of 4 reviews | Tax
Posted by Susan | January 13, 2016 | Hired Attorney
Total Package
We retained Ms. Walser's services to enhance our firm's executive compensation profile within our markets. After various options were reviewed, a NQDC 409A plan was implemented and has improved the perception of our exec benefits package with our targeted audiences even beyond our expectation. Ms. ...
Posted by Patricia | January 03, 2016
Tax implications
Rebecca spent a great deal of time with me. I have developed a unique concept for fundraising that needed clarification as to the tax implications for the donors. Rebecca listened, then added suggestions that improved my concept. She was engaged, informed, supportive & unbelievably helpful. I hav...
Posted by Jim | December 30, 2015 | Hired Attorney
CEO (retired) Quest Health Enterprises, Inc.
Rebecca reviewed our trusts, estate legacy and charitable gifting plans then recommended smart revisions to our legacy/gifting plans including tax and asset distribution enhancements.
Posted by Nektarios | December 30, 2015 | Hired Attorney
wealth tax advice
Incredible, absolutely incredible. Rebecca incorporates her legal expertise, tax knowledge and wealth management strategies in such an effective manner she helped my wife and I so tremendously that my family and I are indeed indebted to her for the legal advice and financial expertise that will eff...