Westlake Village Office
Greg has 30 years of experience providing tax consulting and compliance services to high net-worth individuals and business owners. His approach to planning encompasses addressing the needs of the business and business owner in an integrated manner. Greg keeps his clients up- to-date on tax law changes in order to proactively address potential tax consequences with the goal of providing planning opportunities to achieve tax savings. Greg’s industry experience is broad and includes manufacturers, retail, distribution, real estate and entertainment. Greg’s clients also include professional athletes. He understands the unique and complex tax considerations of the professional athlete including state nexus/residency, allocation of duty days, and multi-state filing requirements, to name a few.
Greg serves on the board of directors for Moore Stephens North America, Inc. HCVT is a member of Moore Stephens International, a global independent accountancy and business advisory association of affiliated CPA and financial services firms. Additionally, Greg is a member of the board of directors for several private and public companies. He frequently speaks at industry events addressing the impact of changing tax legislation.
Greg began his career at KPMG. He is a graduate of California State University, Northridge and holds a master’s degree from Golden Gate University. Greg is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.