Samuel J. Puma
Samuel J. Puma is an experienced Tax Attorney who practices in income and estate taxes, estate planning, business transactions and asset protection as well as being a licensed Certified Public Accountant. Mr. Puma holds licenses to practice law before the U.S. Tax Court, U.S. District Court and the Internal Revenue Service. Samuel J. Puma earned a bachelor’s degree in Accounting and Finance from the University of California, Berkeley in 1980. After graduation, he began his professional career as an auditor for Ernst & Young and later earned his license as a Certified Public Accountant. Since 1989, he has concentrated on taxation – working with complex business organizations, trusts and individuals. In 1998, he earned a Juris Doctor degree from Western State University, Fullerton and soon passed the bar, becoming a licensed attorney. Mr. Puma has since continued his work in taxation and gained experience in the areas of Estate Planning, Pensions, Asset Protection, including the formation of corporations and partnerships. He is also experienced in legal research and the analysis of complex business and tax transactions, placing an emphasis on tax savings, asset protection and the reduction of risk factors that expose clients to audits.
Mr. Puma’s business approach is to start with income tax planning for businesses and individuals, to listen carefully to the client’s goals and to find solutions that address several goals at once. These solutions emphasize reducing income taxes, securing retirement income, protecting business and family wealth, reducing risks of lawsuits, charitable giving and estate tax savings. Finally, every client’s business and individual income tax returns are personally prepared or reviewed by Mr. Puma, ensuring that tax savings opportunities are realized while audit risk is properly managed.