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A Professional Tax Planning, Special Needs Planning, Accountancy, & Business Advisory Firm
Based In Los Angeles | Serving Clients Worldwide
Expertise
Benefit from our extensive legal knowledge and experience.
Personalized Service
Receive tailored legal advice and representation.
Proven Results
Trust our history of successful case outcomes.
Comprehensive Support
From consultation to courtroom, we've got you covered.
Tax Strategy, Legacy Planning, Special Needs Planning, Founders, and Closely Held Businesses.
A.Y.Bassam & Co. LLP helps clients make disciplined decisions about taxes, wealth transfer, insurance, business continuity, and multigenerational planning. Our work is proactive, technically grounded, and coordinated with the other professionals involved in your affairs.
We advise families navigating complex planning needs, founders preparing for growth or transition, and households that want a more coherent approach to wealth preservation.
PRIMARY CALL TO ACTION
SECONDARY CALL TO ACTION
WHAT WE DO
A Better Way to Organize Important Financial Decisions.
Most planning problems are not caused by a lack of intelligence or effort. They are caused by fragmentation. Tax decisions are made without considering insurance. Insurance is placed without reviewing beneficiary structure. Business succession is discussed without understanding the tax cost of the transfer. Estate documents are signed without confirming whether assets are titled correctly.
A.Y.Bassam & Co. LLP is built to reduce that fragmentation. When your tax plan, your legacy structure, your insurance coverage, and your business continuity strategy are designed together, the result is not just more efficient. It is more durable.
THREE CORE LANES
Where We Work Best.
Private Client and Family Planning
Proactive tax and legacy planning for high-income households, families with special needs dependents, and individuals who want their financial life organized with precision. We handle the tax strategy, coordinate the estate architecture, and ensure that every financial decision is made with the full picture in view.
Business Owner and Succession Planning
Tax strategy, entity design, compensation planning, and exit readiness for founders, partners, and closely held businesses. We help business owners look beyond the current filing season and build a plan for what comes next.
Advanced and Cross-Border Planning
For internationally connected families, larger family groups, and clients with philanthropic or asset-protection objectives. We coordinate the tax and structural side of complex multi-jurisdictional planning, working in close collaboration with the other professionals involved.
PROOF STATEMENT
Our work is especially relevant when your planning includes a dependent with special needs, multiple entities, concentrated business wealth, changing family circumstances, cross-border assets or family members, charitable goals, or an eventual sale or transfer of a business.
CLOSING CTA
If the tax return is only one part of the picture, the plan should be too.
MEET THE TEAM
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COMMUNITY & PARTNERS
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