Richard Watson Attorney Profile on UpCounsel
Richard Watson

Richard Watson

Attorney at Law

Santa Ana
California
Licensed in
CA
Thomas Jefferson
School of Law,
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 1 reviews
About
Richard C. Watson III, Esq, LLM (tax), MSFS, CFP, ChFC, CLU, AEP, EA, is the founder of Watson Tax Law Group, APC.

We work with small and middle market business owners and principals of professional practices to identify, assess, and compare a company's strategic transition alternatives (i.e., gifting or selling to the next generation within the family, or selling internally to existing shareholders or partners, to a group of employees, to an Employee Stock Ownership Plan [ESOP], or selling externally to a financial or strategic buyer).

We also work closely with start up companies to assist with formation, employment, and contract
… read more needs.
3
Projects on
upcounsel
9
Years
experience
Fortune 500 Badge

Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 1 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Super fast turnaround & response times. 2 days from initial chat to completion. All work was very high quality and much more than I thought I needed (i.e., appreciated his comprehensiveness to go above and beyond what was explicitly asked). Also made recommendations and general legal advice that is always appreciated when you're a small business owner!"


Posted on Apr 7, 2016

Work History

Watson Tax Law Group, APC

Attorney at Law

Oct 2015 - Present

Oct 2015 - Present

Various Conferences, Institutes, & Law Schools

Speaker and SME

Dec 2005 - Present

Mr. Watson was an adjunct professor at the University of California at Irvine (for seven years) and The American College, teaching tax and business planning, and has previously spoken on various business, estate, tax planning topics at a variety of national conferences and institutes.

Dec 2005 - Present

Wells Fargo

Senior Director of Planning

Jun 2007 - Sep 2015

Mr. Watson was formerly the Senior Director of Planning for Wells Fargo's Private Bank and Business Advisory Services, which included business valuation, business succession planning, M&A advisory, and closely-held trust asset management practice areas. In addition to advising hundreds of owners and boards on complex tax and business planning issues, he also managed a national team of specialists

Jun 2007 - Sep 2015

American Express

Senior Business Planner

Nov 1999 - May 2007

Mr. Watson served as a Senior Business Planner helping small business owners implement comprehensive long-term business, estate, and tax plans. He also served as an national subject matter expert for financial advisors with complex business owner planning cases.

Nov 1999 - May 2007

Want to work with
Richard Watson?

Get Free Proposals

Share Richard's
profile with your network