Biography

Bruce provides tax services to a variety of privately held companies in the manufacturing, distribution, and real estate industries. He specializes in tax consulting with an emphasis on closely held businesses entities (partnerships, C corporations, S corporations, and LLCs). He also provides income and estate planning for high net worth individuals and business owners.

Bruce leads the firm’s Wealth Services Practice for the San Diego office. He has practiced public accounting for more than 25 years, and in addition to serving as the tax partner on numerous client engagements, he continues to be a mentor for tax senior managers and managers at the firm.

Selected Publications

  • "Are You Paying the IRS Too Much? Navigating the New 2013 Tax Laws" (San Diego Business Journal, June 2013)

Selected Speaking Engagements

  • What is the Best Succession Planning Strategy for Your Family Business Client?
    Family Firm Institute (October 2013)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Family Business Round Table
  • Member and Operations Roundtable planning committee member, SME CONNECT

Community Involvement

  • Member and volunteer, Rotary Club of San Diego

Education

  • BS, business administration (accounting emphasis), San Diego State University