Education

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

Overview

Greg joined CliftonLarsonAllen as a principal in November 2015. Greg is licensed to practice in Arizona and California, and has continuously practiced in public accounting since 1972. He provides professional services with an emphasis in tax, accounting, and business and personal wealth management and strategic planning. Greg primarily works with high income/high net worth individuals and their closely-held businesses, frequently coordinating his services with clients’ other professional advisors.

Greg's services and experience include:

  • tax compliance and tax efficiency planning
  • individual and family wealth planning, including trusts and estates
  • business strategic and ownership succession planning
  • choice of business entity, business formation, acquisition, reorganization, sale
  • assisting clients and attorneys with the tax and financial aspects of business agreements
  • closely-held businesses including personal service corporations, partnerships, S corporations
  • professional services and health care providers

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 • consultant to Arizona State Board of Accountancy (served 26 years on Tax Advisory Committee) • Southern Arizona Estate Planning Council