Toby has been providing tax and financial planning solutions to his clients since 2001. Primarily serving closely held businesses, executives, and wealthy families, he helps them reduce their tax burden and retain more wealth. He advises clients on real estate ownership, stock option compensation, and investment partnerships.
Toby also focuses on the tax aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. He’s also a Certified Financial Planner, seamlessly integrating business owners’ professional and personal finances. Toby has been quoted in numerous publications, including TheStreet.com, BussinessInsider.com, and SmartMoney.com, where he frequently contributes professional advice.
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
BS, accounting, Brigham Young University
MS, accounting, Brigham Young University