Biography

Jerry has assisted numerous clients in the private equity, real estate, construction, manufacturing and technology industries analyze, plan, model and document partnership transactions. Jerry is also responsible for assisting various pass-through entities in their dissolution whether it be through a merger, acquisition or succession planning. Jerry also focuses on the tax aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. His is also responsible for assisting many private clients with their trust administration and assisting families continue their legacy while reducing taxes.

Prior to joining Moss Adams, Jerry worked as a tax attorney at a boutique law firm in Irvine. There he advised on transaction structuring to acquire and finance various real estate ventures in a tax efficient manner; draft estate plans for various high-net worth individuals and their families; and work on the trust administration for various clients.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, State Bar of California

Education

  • BS, accounting, California State University, San Bernardino
  • JD, Loyola Law School
  • LLM, tax, Loyola Law School
  • MSA, California State University, San Bernardino