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Shareholder, Tax and Wealth Management


Office: San Francisco
Email:

Over 30 years of tax services to individuals and businesses, with a focus on tax planning for high net worth individuals. Consults on financial planning, estate planning, and wealth transfer strategies. His expertise has been cited in Fortune magazine in regards to year-end tax planning opportunities.

Professional Affiliations



Member – American Institute of Certified Public Accountants (AICPA)
Member – California Society of CPAs (CalCPA)
Member – Taxation Committee, American Institute of Certified Public Accountants (AICPA)
Past President – Northwest Region American Technion Society
Meadow Club – Membership Committee


Education



MA/Taxation – Golden Gate University
BS/Psychology – University of California, Berkeley


Interesting Tidbit



Not sure which has proven more valuable: his undergraduate degree in Psychology, or his Master's Degree in Taxation.