Andrew J. Alves - Tax
For nearly 15 years, Andy has worked with high net worth individuals, their closely held businesses, partnerships, and fiduciaries. His expertise is in serving business owners, executives, and sophisticated investors to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning for privately held, family-owned businesses. Andy also actively assists his clients with gift and estate planning matters.
- B.S. in Agricultural Business from California Polytechnic State University, San Luis Obispo
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants