At a glance

Discipline: Certified Public Accountant
Designations: CPA
Firm: Craig A. Lorenz CPA
Located: Sanat Rosa

Craig Lorenz

Certified Public Accountant

Craig A. Lorenz CPA — Sanat Rosa

Practice

Engagements to Prepare IRS and State income tax returns for the Trustee/Executor. Tax planning for outcomes as agreed/directed by the Trustee and Attorneys. Assist Trustee/Executor with information necessary to prepare income tax returns and the associated business entities and/or properties. Prepare Decedent’s final filings with tax planning issues for the Trust/Estate.

Areas of work

Administering estates and trusts
Developing strategies to minimize potential estate and gift taxes
Developing plans to conserve assets during lifetime and at death
Preparing estate and gift tax returns
Preparing fiduciary income tax returns
Retirement distribution planning
Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.