Michael J. Yates - Tax

Mike is a partner in the firm’s Tax Practice, working primarily out of our San Jose office. He specializes in providing tax consulting services to companies in transition including initial financing, international expansion and exit strategies. He is experienced in advising business owners on the most advantageous tax strategies for a merger, acquisition or sale of a business. Mike also has extensive experience in advising entrepreneurs and other high net worth individuals in the areas of tax planning, asset protection planning, estate planning, stock option strategies, risk management, and investment analysis. He is the trusted advisor and CFO for a small number of high net-worth clients. He is highly effective at building his clients’ wealth by minimizing or eliminating income, gift, and estate taxes. Mike has over 36 years of experience in providing tax and financial planning services to companies, entrepreneurs, executives, employees, and tax exempt entities.