Gary specializes in tax planning, compliance and wealth transfer for small business owners, private equity partners, corporate executives and their families, specifically working with manufacturing, hospitality, real estate, high net-worth individuals and their closely held operating businesses. With over 15 years of experience, Gary has also assisted in numerous business restructure projects involving multi-generational tax planning.
Gary is associated with the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA) and sits on the board of Tax Aid.
Gary brings strong project management and problem solving skills to client relationships. When he’s not in the office, Gary enjoys traveling.