Experience
Jerrold (Jerry) has over 25 years in the tax arena with regional and national firm experience, having also worked at Arthur Andersen. His clients include closely held businesses and high net worth individuals and families.
Jerry enjoys sports, biking, and hiking.
service areas
- Investment Analysis
- Tax Planning & Compliance
- Wealth Transfer
clients served
- Manufacturing & Distribution
- High Net Worth Individuals
- Real Estate
- Development & Operations
activities & memberships
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Pinpoint, Professionals Involved with Networking, Founder
- San Diego State University Alumni Association, Director- Los Angeles Chapter
articles & speeches
- Tax Benefits of Alternative Fuel Vehicle Refueling Property, May 2013
- Be Careful With Your S Corp. Status, August 2013
- 10 Ways to Prepare for Retirement at Any Age, November 2013
education
- BS, Accounting, San Diego State University
- MS, Accounting, Emphasis in Taxation, San Diego State University