The Owner

Brad is involved heavily in both traditional tax and financial reporting as well as the latest business development consulting areas.  He brings over twenty years of proven experience :

  • Tax Planning and compliance for Businesses, Individuals, Estates and Trusts
  • Acquisition, Sale, Reorganization and Liquidization of Businesses
  • Entity Choice and Structuring Business Enterprises
  • Building and Preserving Assets
  • Minimizing Estate and Inheritance Taxes

Another area of special expertise is assistance in planning, monitoring and administering family trusts and estates.  Some of the areas in which he is involved in estate planning include:

  • Lifetime Transfers
  • Valuations and Discounts
  • Generation Skipping Taxation
  • Multi-generational Strategies for Preserving and Enhancing Family Wealth
  • Family Limited Partnerships
  • Tax Return Compliance - Form 706 and 709

Brad also devotes a great deal of time to the Business Development Consulting arena including: focusing on the 4 ways to grow a business, goal setting, and increasing net worths of business owners.  Brad also specializes in advising clients, particularly high net worth individuals and executives on all financial matters.

Brad has a Bachelors Degree in Economics from University of California at Los Angeles (UCLA) and a M.B.A. from San Diego State University.  Brad graduated with highest honors from S.D.S.U. and received extensive tax and audit experience with Coopers & Lybrand in San Diego, California.

Brad has published an article in the international tax periodical, "TAXES", regarding partnership taxation. 

Licenses & Professional:

        Certified Public Accountant
        Member, California Society of Certified Public Accountants
        Member, American Institute of Certified Public Accountants