Education

• Bachelor of science, in accounting from the University of Arizona, Tucson, Arizona.

Overview

Profile

Greg provides professional services with an emphasis in tax, accounting, and business and personal financial management and planning. Clients include high income/high net worth individuals and their closely-held businesses. Greg frequently coordinates his services with clients’ other professional advisors, including attorneys, bankers, investment advisors, business appraisers, and insurance advisors.

Greg has continuously practiced in public accounting since 1972, and provided services through his own accountancy firm until November 2015, when he merged his firm into CliftonLarsonAllen, LLP (CLA).

 Technical Experience and Practice Focus

  • High income/high net worth individuals.
    • Income tax preparation and planning, including federal and state tax credits.
    • Estate, trust, and gift tax preparation; family wealth and tax planning.
    • Compliance with U.S. reporting requirements for foreign assets and income.
    • Compliance and planning related to resident and non-resident state income taxes.
    • Tax planning related to retirement accounts including IRA’s, SEP’s, and Roth accounts.
  • Closely-held businesses.
    • Income tax preparation and planning, including federal and state tax credits.
    • Fixed assets management and planning for tax benefits; cost segregation.
    • Compliance with U.S. reporting requirements for foreign assets and income.
    • Compliance and planning related to Arizona state and multi-state income taxes.
    • Strategic tax planning and compliance related to entity formation, business acquisitions, sales, succession planning; management advisory services.
      • assistance to clients and their attorneys regarding tax and financial aspects of business agreements.
      • assistance to clients and their attorneys regarding compensation and benefit arrangements.
    • Professional service businesses and affiliated entities, including commercial real estate; related party transactions.
    • Health care providers, including physician practices.
    • Accounting and financial reporting; internal controls and fraud awareness.

Upcoming speaking engagements

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Resources and event materials

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In the community

• Certified Public Accountant licensed in the states of Arizona and California • American Institute of Certified Public Accountants (Tax Division) • Arizona Society of Certified Public Accountants • California Society of Certified Public Accountants • Arizona State Board of Accountancy, Tax Practice Advisory Committee (1991-2017).