Greg has over 25 years of experience consulting with owners of small and medium sized businesses. His areas of specialization include estate planning, representing his clients in dispute work with various governmental agencies including the IRS and Franchise Tax Board and International tax planning.
EDUCATION AND CERTIFICATIONS
Bachelor’s Degree in Business Administration, University of Portland
PROFESSIONAL AND CIVIC AFFILIATIONS
American Institute of Certified Public Accountants, Member
California Society of Certified Public Accountants, Member
Wealth Advisors Institute, Board Member
Partner in Charge of International Tax
Greg is a frequent negotiator on behalf of his clients, specializing in complex and stressful tax issues. In addition, his vast experience in preparing estate tax returns in conjunction with a client’s financial planner, attorney and insurance expert, enhances his ability to meet various complicated needs of his clients. As an estate planning expert, Greg advises other professionals regarding proper use of estate planning techniques to maximize tax benefits when transferring property and businesses to family members and charitable entities.
In addition to helping high-net-worth families with tax-minimization strategies for asset growth, protection, and transfer of wealth from one generation to the next, Greg also helps families more effectively transfer wealth between generations using our unique values-based model. By using human, intellectual, social, and structural capitals to strengthen financial capital, Greg is able to enhance traditional estate planning practices.
Greg has nurtured his client relationships over the years. So much so, that his client’s trust in his knowledge and decision-making has made a significant positive impact in their businesses and personal lives.