About Us

Tido Thac Hoang, EA

Education
Bachelor of Arts, Economics and Psychology, University of California, Santa Cruz/San Diego
Personal Financial Planning Certification University of California, Davis

Security Licenses
Series 7, 66 (State: CA)
Investment Advisor Representative

Insurance Licenses
Life and Health (State: CA)
Variable Life/Variable Annuity (State: CA)
CA License Number: #OFO3148

Professional Designations/ Certifications
EA (Enrolled Agent) #93796/BFA™ Behavioral Financial Advisor/Personal Financial Planning Certificant (UC Davis)

Areas of Expertise
Real Estate Transactions/Taxation, Company Stock Incentives- ESPP/SOP, Tax Efficient Financial Planning*, Advanced Tax Planning/Harvesting/Strategies, Small Business Financial Consulting.

Hobbies/Personal Interests
An active community activist and consumer advocate. He recently served as chairman of both the API (Asian Pacific Islanders) Political Empowerment Coalition as well as Little Saigon of Sacramento, the first and only ethnic-based business district designation to be approved by both the City and County of Sacramento.

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Anh V. Nguyen, ESQ

Education
Bachelor of Arts, Criminology, University of California, Irvine
Juris Doctor (J.D.) Golden Gate University
LLM (Masters of Law, Taxation) Golden Gate University

Professional Designations
J.D. Juris Doctor (Tax/Business Attorney)

Areas of Expertise
Taxation, Estate Planning, Business/Real Estate Tax, Business Formation/Consulting

Hobbies/Personal Interests
Anh is an all around athlete, made varsity team while a Freshman. He brings his competitiveness learned from the sporting fields to the court of law and to the field of taxation.