Over 20 years of tax consultation services emphasizing tax planning for closely held businesses and high net worth individuals. Experience in performance-based compensation systems, real estate acquisition and disposition, buy-sell agreements, and strategies to reduce and defer income taxes. Represents clients before the IRS, the Franchise Tax Board and other taxing authorities. Frequent lecturer on income tax topics. Authored articles in The American Lawyer, The Legal Times, The Recorder, and San Francisco Apartment Magazine.
Education
MA/Taxation - Golden Gate University
BS/Accounting - Michigan State University
Activities
Board Member - Leadership San Francisco
Former Board Member - Family House, Inc.
Interesting Tidbit
Once performed as a trumpet soloist in Moscow. |