Tony Cubellis Email & Phone Number | 1. Financial Services Professional specializing in Income Tax, Estate Tax, Gift Tax issues for individuals and Business Owners for last 37 years 2. Analysis, Strategy Development, Strategy Implementation for a) Business Succession, Employee Issues, Retention & Rewards, b) Retirement Issues & Results, c) Estate Preservation, Distribution and Accumulation, and d) Income Growth, Retention, and Tax Reduction 3. Periodic review of implemented strategy to assess its effect. Specialties: Techniques for Capital Accumulation and Wealth Management and Transfer: Analysis, Valuation, and Implementation for the Closely Held Business Owner and Individuals of significant wealth

Tony Cubellis

1. Financial Services Professional specializing in Income Tax, Estate Tax, Gift Tax issues for indiv...
Bellingham, Washington, United States

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Tony Cubellis’s Location Bellingham, Washington, United States

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1980-01-01 00:00:00 - Present

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Tony Cubellis is a 1. Financial Services Professional specializing in Income Tax, Estate Tax, Gift Tax issues for individuals and Business Owners for last 37 years 2. Analysis, Strategy Development, Strategy Implementation for a) Business Succession, Employee Issues, Retention & Rewards, b) Retirement Issues & Results, c) Estate Preservation, Distribution and Accumulation, and d) Income Growth, Retention, and Tax Reduction 3. Periodic review of implemented strategy to assess its effect. Specialties: Techniques for Capital Accumulation and Wealth Management and Transfer: Analysis, Valuation, and Implementation for the Closely Held Business Owner and Individuals of significant wealth