Gary is a seasoned tax professional who joined the firm in 2018.Withmore than two decades of public accounting experience, he delivers comprehensive tax solutions to our clients.
- Specializes in tax planning, compliance, and wealth transfer services for small business owners, private equity partners, and corporate executives and their families
- Assists in business restructuring projects involving multi-generational tax planning
- Strong project management and problem solving skills
- Works with clients in the following sectors:
-Manufacturing
-Hospitality
-Real estate - Provides tax planning services for high-net-worth individuals and their closely held operating businesses
- American Institute of Certified Public Accounting (AICPA)
- California Society of Certified Public Accounting (CalCPA)
Location
California
Education
Master of Science in taxation
Golden Gate University (San Francisco, California)
Bachelor of Science in business administration
University of California, Berkeley (Berkeley, California)