Asset Protection Strategies for High-Net-Worth Individuals

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About the Authors

Camila Whalen

Camila Gonzalez Whalen, CPA

Camila is a leader in AAFCPAs’ Private Client Services practice, working extensively with high-net-worth individuals, their families, and closely held businesses. This includes providing tax planning & compliance solutions to business owners and entrepreneurs, as well as estates, trusts, and private foundations. Camila provides a critical analysis of the tax planning links between the business and its owners, which illuminates opportunities to reduce overall taxes. From the business perspective, she considers how to reduce taxes and …
Joshua England

Joshua England, LLM, Esq.

Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors. (more…) …