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16055 Ventura Boulevard
Suite 1225
Encino , CA 91436

Albert Davidoo & Isavi

(818) 501-8866

 
The Facts About Income Tax Making Your Tax Bracket Work Raise Your Retirement Income What Smart Investors Know

A One-Stop Shop for All Your Tax and Financial Services

At Albert Davidoo & Isavi, we understand the number of tax and financial tasks people face on a regular basis. We believe that an effective financial strategy addresses one’s entire financial picture, from taxes to investments. By offering a wide array of accounting and financial services, we aim to serve clients throughout the many stages of life.

More than 30 years ago, Albert Davidoo & Isavi was founded in Brentwood, California with the goal of helping clients feel confident in their future and empowered to pursue their objectives. Today, we continue to serve the greater Los Angeles area, working closely with clients to create customized strategies that incorporate their many different needs, from retirement planning to investment management. We aim to serve as our clients’ trusted advisors by serving with the highest level of integrity, objectivity, and transparency. 

Today we are based in Encino, California and continue to serve the greater Los Angeles area. Contact us to learn more about how we may be able to help you.

Investment and financial planning services are offered by Albert Davidoo and Allen Davidoo through their affiliations with HD Vest.  

Helpful Content

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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