Founded in 1985, Lauer, Georgatos, Covel, Devine & Feiles APC is a boutique CPA firm on West Broadway in downtown San Diego specializing in income-tax planning, estate and trust taxation, and gift-tax compliance. Estate and gift-tax return preparation under IRC Sections 2001 through 2505 requires coordination with fiduciary wealth managers, a workflow integrated with Archipelago Wealth Management's CFP and CEPA advisory practice. The firm's tax-consulting scope covers multi-state apportionment analysis, California Revenue and Taxation Code conformity issues, and succession-planning structures for closely held businesses. With more than 20 staff members, the practice maintains capacity for concurrent high-net-worth individual, trust, and business engagements through peak filing season. Generation-skipping transfer tax planning for irrevocable trusts involves policy-valuation reviews coordinated with Broad Insurance Group on insurable-interest structures and premium-financing arrangements. Highest-complexity engagements involve IRC Section 2036 retained-interest analysis and Section 2703 buy-sell valuation adjustments for family limited partnerships holding real-property and operating-company interests.