Chris A. Mann, CPA, CFP
Chris has over 17 years of public accounting experience. A Principal in Mann, Urrutia, Nelson, CPAs & Associates, LLP (the Firm), Chris provides a vast array of services to his clients, including consulting on tax and business issues. Chris earned the designation “Certified Financial Planner” (CFP), which allows him to better help his clients plan their retirement based upon their current and future needs. He frequently meets with financial advisors to map out a course which is best suited to the interests of his clients. Chris is the principal partner for the Kauai office.
Chris is also successfully active in consulting with clients regarding buying and selling businesses, as well as reviewing and proposing real estate transactions, including creative ways to structure the transaction to minimize taxes. He also is an expert in like-kind exchanges of rental properties and the taxation of real estate passive activities.
Financial Services
Chris has given numerous presentations to business owners regarding the benefits of incorporation and utilizing tax strategies to maximize tax benefits. He has also made several television and radio appearances to discuss tax strategies and new law changes. Chris has experience regarding the following transactions with clients:
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Assist clients in obtaining business financing for working capital and real estate purchases, including proper financial statement documentation to provide to financial institutions |
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Work extensively in providing management consulting services, buy-sell agreements, insurances, and retirement plans |
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Extensive experience in working with professionals to acquire and sell companies |
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Assist clients with estate planning and preparation of estate tax returns, and asset valuations |
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Implement tax strategies to high income clients to maximize tax savings and investment planning opportunities |
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Mediation in divorce cases and working in areas of divorce accounting |
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Assist clients in determining current and future entity structures for their businesses |
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Work with businesses on year-end tax planning to optimize tax benefits |
Education and Training
Chris is a Certified Public Accountant. He also earned the designation CFP (Certified Financial Planner). He received his Masters in Taxation at Golden Gate University. He attended Fitchburg State College in Massachusetts, earning a Bachelor of Science degree in Accounting. He is a member of the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.
Contact Chris at cam@muncpas.com
Telephone: 916-774-4208
Fax: 916-774-4230
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