Office: Palo Alto
Over 20 years of experience in tax planning, research and tax compliance. Experience includes minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. Experienced with individual, trust, estate, nonprofit, corporate and pass-through entities. Industry experience includes high-net-worth individuals, public charities, private foundations, software, professional services, high-tech, biotech, venture capital, and real estate management.
Once trapped a bat using a trash can and a tennis racket.