Greg has over 30 years of experience providing tax consulting and compliance services to high net worth individuals and their related entities. 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 private equity, real estate, manufacturers, retail, and distribution. Greg is on the board of directors for Moore North America. HCVT is a member of Moore Global Network Limited, an independent global accountancy and business advisory association of affiliated CPA and financial services firms. Additionally, Greg is a member of the board of director of a private company. He frequently speaks at industry events addressing the impact of changing tax legislation.
Greg is a member of the firm's Executive Committee. He began his career at KPMG. Greg is a graduate of California State University, Northridge and holds a master’s of taxation from Golden Gate University.
KPMG LLP
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Moore North America, Board Member
MS, Taxation, Golden Gate University
BS, Accounting, California State University, Northridge
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Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.
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