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Richard C. Watson III, Esq, LLM (tax), MSFS, CFP, ChFC, CLU, AEP, EA, is the founder of Watson Tax Law Group, APC.
As a firm that is exclusively focused on the needs of entrepreneurs, we help small business owners build, manage, and transition their businesses. Whether it’s helping to form a startup, drafting a buy-sell agreement, assessing a company's strategic transition alternatives, or providing transaction advisory services for a variety of shareholder transactions (i.e., gifting or selling to the next generation, selling to existing shareholders or partners, to a group of employees, to an Employee Stock Ownership Plan [ESOP], or to a financial or strategic buyer), we can help.
We view planning for entrepreneurs–and especially business succession planning–as a team sport and work collaboratively with an owner's full advisory team to design and implement a business succession and exit plan that best meets an owner's long-term business transition planning goals and objectives and maximizes the outcomes for all stakeholders.
We regularly counsel small business owners on:
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Practice Areas
27 years
27 years
18 years
31 years
Free Consultation
$0 first 60 minutes
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Chat withState: California
Acquired: 2008
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6 Client Reviews
Showing 1 - 1 of 1 review | Character & Conduct
Posted by Fernando | April 08, 2016 | Hired Attorney | Corporate & Incorporation
Corp Formation and paperwork
Richard is very knowledgeable, helpful, and on top of things. He helped us with the formation of our company, and with some legal issues. He is very quick to respond anytime something comes up, and we feel very at ease that he is taking care of us. I'm always recommending him to family and clients ...
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2008
Quality of Advice Award, American Express Financial Advisors
2002
Quality of Advice Award, American Express Financial Advisors
2001
Quality of Advice Award, American Express Financial Advisors
2000
Quality of Advice Award, American Express Financial Advisors
1999
Quality of Advice Award, American Express Financial Advisors
2015 - Present
Attorney at Law, Watson Tax law Group, APC
2008 - 2015
Senior Director of Planning, Wells Fargo Private Bank
1999 - 2008
Senior Financial Planner, American Express Financial Advisors/Ameriprise Financial
2015 - Present
WealthCounselMember
2015 - Present
National Association of Enrolled Agents (NAEA)Member
2014 - Present
US Tax CourtAdmitted
2008 - Present
American Bar Association (ABA)Member
2008 - Present
State Bar of CaliforniaAdmitted
2008 - Present
American Academy of Financial ManagementFellow
2008 - Present
American Academy of Financial ManagementChartered Trust and Estate Planner (CTEP)
2004 - Present
Internal Revenue ServiceEnrolled Agent (EA)
2003 - Present
The American CollegeChartered Financial Consultant (ChFC) designations
2003 - Present
The American CollegeChartered Life Underwriter (CLU) designation
2002 - Present
Certified Financiial Planning BoardCertified Financial Planner (CFP) designation
2015
LL.M - Master of Laws
2013
Graduate Certificate
2005
Graduate Certificate
2005
Graduate Certificate
2004
MS - Master of Science
N/A
2016
Business Succession Planning
2014
Business Transition Planning
2014
Succession Planning
2014
2013
2013
Business Succession Planning
2012
Planning with Business-Sell Agreements
2011
Business Planning with Life Insurance
2015
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2008
English
Legal Answers
Legal Guides
Leveraging IRC Secs. 1202 and 1045 to Minimize Taxes When Selling a C Corp
01 May 2016
What are the Differences Between a GRAT and an IDGT?
01 May 2016