As a Partner and the Managing Director of the firm's Orange County presence, Brad is actively involved in all aspects of taxation, auditing and business planning. He has over forty years of experience in public accounting. Brad's core strengths are in the areas of strategic tax planning for high net worth individuals including corporate owners and executives, closely held corporations, partnerships, LLCs and trusts. He has significant experience negotiating corporate sales/merger, acquisitions and divisional spin-offs. In addition, Brad spends a great deal of time consulting in the area of business management, business succession planning, estate planning and preparation of comprehensive personal financial plans. He represents clients before the IRS, FTB and other taxing authorities.  In addition, Brad is continually contacted by local and national newspapers and magazines for interviews on various tax matters (BusinessWeek, Wall Street Journal, Dow Jones, Consumer Reports, Orange County Register, L.A. Times, CNN, Journal of Accountancy, California Real Estate Jounal, This Old House).