With more than three decades of public accounting experience, Gary’s areas of expertise include public and privately held companies. He specializes in working with clients in the manufacturing and distribution, technology and financial services industries.
- Advises on mergers and acquisitions, accounting methods and private letter ruling requests
- Consults on planning and compliance services for C corporations, S corporations, partnerships, individuals, real estate investment trusts (REITs) and investment funds
- Reviews complex, multi-state and international tax provisions, ASC 740/FIN 48
- Extensive experience in financial reporting and disclosures related to income tax provisions, including initial public offerings (IPOs), S-1 registrations and quarterly and annual Securities and Exchange Commission (SEC) reporting
- Assists corporate tax departments with adoption of Sarbanes-Oxley requirements and accounting for
uncertain tax positions
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Speaker, Tax Executive Institute
- Chairman, CalCPA Tax Interest Group, Orange County
Location
Orange County, CA
Education
Master of Science in taxation
Golden Gate University (San Francisco, California)
Bachelor of Arts in economics
University of California, Davis (Davis, California)