For nearly 15 years, Andy has worked with high-net-worth individuals, their closely-held businesses, partnerships, and fiduciaries to minimize income, gift and estate tax. His expertise is in serving business owners, executives of public and pre-IPO companies, venture capitalists and entrepreneurs to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning. Andy also actively assists his clients with gift and estate planning matters through his experience with family limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques.
- B.S. California Polytechnic State University, San Luis Obispo
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)