Gary is a principal in Baker Tilly’s private wealth practice. With more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. He is a seasoned tax professional who delivers comprehensive tax solutions for clients.
- Specializes in tax planning, compliance and wealth transfer services for small business owners, private equity partners and corporate executives and their families
- Assists in business restructuring projects involving multigenerational tax planning
- Strong project management and problems solving skills
- Works with clients in manufacturing, hospitality and real estate sectors
- Provides tax planning services for high-net-worth individuals and their closely held operating businesses
- American Institute of Certified Public Accounting (AICPA)
- California Society of Certified Public Accounting (CalCPA)
Location
San Francisco, CA
Education
Master of Science in taxation
Golden Gate University
Bachelor of Science in business administration
University of California, Berkeley