Principal
310-828-9798
Experience
Gary has over 40 years of experience in the tax area and has been actively involved in various aspects of real estate and professional service industries where he advises clients about income and estate taxation, wealth transfer and other financial matters.
Throughout his career, Gary has worked with individuals and multi-generational families who look to him for guidance with estate tax planning and compliance. He also works with owner operated private company clients and has guided them through short and long term tax strategies.
Gary’s hobbies include traveling, skiing, golf, fishing, and photography.
service areas
- Income & Estate Tax Planning and Compliance Services
clients served
- High Net Worth Individuals
- Professional Services
- Real Estate
- Wealthy Families
activities & memberships
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Past President of the Los Angeles Chapter, Current Council Member
- Wyoming Society of Certified Public Accountants, Member
- UCLA Business Economics Council, Member
education
- Bachelors of Science, UCLA
- MBA, UCLA