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Shareholder, Tax Practice


Office: San Francisco
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20 years of experience in tax return preparation, planning, and research. Experience includes maximizing net worth and minimizing taxes, planning the exercise of Incentive Stock Options (ISOs), assessing the tax implications of proposed transactions, preparing tax projections, and identifying and researching complex tax issues. Practice has concentrated on high net worth individuals and closely held businesses. Experience in representing a variety of industries including financial services, professional services, high tech, and real estate in the form of sole proprietorships, partnerships, corporations, and LLCs.

Professional Affiliations



  • Member – Taxation Committee, CalCPA, San Francisco Chapter
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)

Community Affiliations



  • Board of Directors – Mill Valley Soccer Club
  • Board of Directors – Homeowners Association, Strawberry Vista
  • Chair – Connor Bell Scholarship Committee
  • Member – Tamalpais High School Drug and Alcohol Task Force
  • Treasurer – Marin FC Alliance

Education



BA/Business Economics/Accounting – University of California, Santa Barbara
Graduate of Leadership San Francisco


Interesting Tidbit



Second place finish for male team in the 2003 Marin Adventure Race Triathlon and back to back 2nd place finish in the 2009 and 2010 Napa Valley Triathlon. Annual Participant in the 2004 to 2009 Escape from the Rock Triathlon, and the 2005 & 2006 Escape from Alcatraz Triathlon. Annual Participant in the Dipsea Race, the oldest trail run in the country.