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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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?
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.
It sounds simple, but paying yourself first can really pay off.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Building wealth requires protection from the forces of wealth destruction.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
A quick history of the Federal Reserve and overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Even low inflation rates can pose a threat to investment returns.