Greg has over 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 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 and real estate industry sectors. Greg serves entertainment industry professionals. 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 the Moore Stephens International, an independent global accountancy and business advisory association of affiliated CPA and financial services firms. Additionally, Greg is a member of the board of directors of 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 of tax from Golden Gate University.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Practice Area & Specialization
Credentials and Certifications
MS, Tax, Golden Gate University
BS, Accounting, California State University, Northridge