Scott Burack

Scott Burack

CPA, JD, CFP®

Director

+1 (310) 826 4474

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Scott is a tax director and wealth advisor based in our Irvine, California office. With over 30 years of experience, combining his accounting and law background, Scott provides comprehensive tax, investment and financial planning advice to individuals and families throughout California. In addition, he specializes in estate, gift and trust taxation, assisting and guiding our clients through complex tax planning and compliance matters.

  • Areas of concentration include individual, partnership, S corporation, non-profits, estate and trust taxation with an emphasis in working with individuals, their businesses and families 
  • Previous experience performing experiences for various entities including international corporations and high-net-worth individuals 
  • FINRA Series 7 General Securities Representative 
  • FINRA Series 66 Uniform Combined State Law 
  • Life-only, Accident and Health Insurance, Variable Contracts Agent in California (License No.: 0C67987) 
  • American Institute of Certified Public Accountants (AICPA) 
  • California State Bar Association 

Location

Orange County, CA

Education

Juris Doctor 
Loyola Law School (Los Angeles) 

 

Bachelor of Arts in business economics 
University of California, Santa Barbara