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Shareholder


Office: Palo Alto
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Over 16 years of experience in providing accounting, tax and financial planning services to closely-held businesses, high net worth individuals and trusts. Income tax services include tax planning and compliance for individuals, partnerships, LLC's, trusts, and corporations. Experience includes strategies to minimize tax liabilities, stock option planning, preparing income tax projections and financial planning for individuals. Michael specializes in complex individual taxation, and in providing income and financial planning to high net worth individuals.

Professional Affiliations



  • Member - American Institute of Certified Public Accountants
  • Member - California Society of Certified Public Accountants
  • Member - Finance Committee of Palo Alto Hill Golf & Country Club

Education



  • BS/English – University of California, Berkeley
  • CPA
  • PFS

Interesting Tidbit



In the mid 1990's Michael authored and taught stock option planning programs to both private and public companies. Also, Michael played on the Cal soccer team and is still a huge soccer fan.