Anthony Koester

Tax Director

Anthony delivers tax planning and compliance services to a diverse client base, including venture capital funds, high-net-worth individuals and their closely held businesses and trusts, family limited partnerships, and private corporations. He has a strong focus on venture capital, handling tax return compliance, interpreting and applying operating agreements, advising on partnership distributions, and providing strategic guidance to enhance tax efficiency. In addition, Anthony partners closely with fund managers and high-net-worth individuals to address their ongoing tax compliance and consulting needs.

• M.S.T. University of Southern California
• B.S. University of California, Santa Barbara
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the California Society of Certified Public Accountants (CalCPA)