Mr. Bunch’s clients rely on his accounting background and his solid legal experience for their tax and estate planning needs. Prior to becoming an attorney, Mr. Bunch was a practicing certified public accountant, performing numerous financial statement audits and consolidations. After law school, he spent several years as a state and local tax consultant for PricewaterhouseCoopers advising Fortune 500 companies in California income tax and sales and use tax issues.
Due to his background in financial accounting and tax, Mr. Bunch assists high net worth individuals and business owners with wealth preservation, estate planning, estate administration, and trust litigation. His practice is particularly focused on asset and business succession planning and strategy implementation, which often includes advising multiple generations within the same family. He also helps clients create entity structures that meet the client’s need for new or existing ventures while being mindful of the income, estate and property tax impact of the structure. Mr. Bunch also advises emerging and start-up businesses as well as preparing and negotiating premarital agreements.
- State of California
- April 15, 2014, “For Better or Worse, it Seems the Estate Tax is Here to Stay” Daily Journal
Professional Memberships and Activities
- Certified Public Accountant (2001)
- State Bar of California
- Orange County Bar Association (Trusts and Estates Section)
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants