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Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
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Posts by Peter Prescott

Home Author Peter Prescott

About Peter Prescott

Peter Prescott, a University of California at Berkeley graduate, was rigorously trained as a CPA at one of the world’s premier firms, Price Waterhouse (now PricewaterhouseCoopers). Peter honed his skills working with Fortune 500 level companies like Baskin-Robbins and Lloyds Bank. Peter’s expertise extends well beyond a steep tax background. He holds a Personal Financial Specialist (PFS) issued by the American Institute of Certified Public Accountants and has received a professional designation from UCLA’s Personal Financial Planner (PFP) program. He is also an Accredited Investment Fiduciary® (AIF), which is focused on issues for trusts, 401(k), pension plans and other situations involving fiduciary expertise.

Newsletter Q2 2019

Jun 18, 2019

A “Tariffied” Market Gets a Powell Push Since January 22, 2018, when President Trump imposed the first set of tariffs...

Tax Know-how and CPA Credential Rank High for Financial Advice

May 24, 2018

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey,...

First Quarter Newsletter 2018

May 23, 2018

Cold Cityscape   The Return of Volatility After a 2017 market that will go down in the history books as...

The Value of a CPA Financial Advisor

Mar 28, 2018

Some things in life are better when combined with other things. Peanut butter is great, but better with jelly. S’mores...

July 2017 Newsletter

Jul 26, 2017

Calm before the Storm? Have you ever gone from the pleasant observation that things are calm and quiet to an...

How To Improve Your Financial Future

Jul 21, 2017

HOW TO IMPROVE YOUR FINANCIAL FUTURE Having just emerged from tax season and working on over 500 tax returns, it...

January 2017 Newsletter

Jan 20, 2017

Change is Upon Us It can be a challenge sometimes to identify an appropriate theme for our quarterly newsletter. That...

How to Combat Increased Taxes & Avoid Obamacare Rate Increases

How to Combat Increased Taxes & Avoid Obamacare Rate Increases

Nov 4, 2016

by Peter D. Prescott CPA, Masters in Taxation 1) Schedule a year-end tax planning meeting to consider the following: Reposition...

Second Quarter Newsletter – 2016

Second Quarter Newsletter – 2016

Nov 2, 2016

Fourth Quarter, 2016 Dear Client, At Prescott Tax & Wealth Management, we are committed to communicating with you regularly to...

Does Your Retirement Plan Have A Tax Plan?

Does Your Retirement Plan Have A Tax Plan?

Sep 16, 2016

by Peter Prescott When it comes to retirement planning, people commonly struggle with the first step, figuring out where to...

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Contact Info

  • Prescott Tax and Wealth Management
  • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
  • (949) 248-9815
  • (949) 661-5395
  • grant@prescott500.com
  • https://www.prescott500.com

Disclosures

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

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