Jerry has provided tax and strategic planning advice since 1999. His clients include privately held companies and their owners in a variety of industries, including high-tech, software, and real estate. His experience includes analyzing complex tax issues and evaluating tax implications of proposed transactions and alternatives for high net worth individuals, entrepreneurs, families, and their closely held businesses.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.