Alan has more than 7 years of tax accounting experience. Prior to joining the firm, he was a manager with the international accounting firm of KPMG.

Alan served as manager in the personal financial planning group of KPMG, providing income and estate tax consulting. Clients included high net worth individuals, as well as closely-held business entities and their owners. Alan has extensive technical tax experience in the areas of individual income taxation, estate and gift taxation, flow-through entity taxation, retirement planning, and international executive taxation. He also has focused on complex income and estate planning, implementing a variety of the latest techniques, including the utilization of partnership, trust, and charitable vehicles.

Alan also worked on assignment in Mexico City, where he provided tax consulting services to US executives working abroad.

Additionally, Alan’s experience in preparing all types of income tax returns assures clients that their income tax returns will be prepared efficiently, accurately, and in the best manner to minimize a client’s tax liability.

He holds a Master’s Degree with an emphasis in taxation from San Diego State University and a Bachelor of Arts Degree, with an emphasis in economics, from Cornell University. He is a member of the American Institute of Certified Public Accountants, and has completed the education requirement to obtain the Certified Financial Planner certification.