Mike specializes in working primarily with high net worth individuals, their closely-held businesses, partnerships, and their fiduciaries. His expertise is in serving executives and officers of public and pre-IPO companies, and sophisticated investors to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning.
- B.S. Santa Clara University
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)