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 :
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:
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