Biography

Michael has worked in public accounting since 2014. He specializes in tax planning, compliance, and consulting for individuals and their families with a focus on stock option planning. He also has extensive experience with real estate partnerships, family limited partnerships, estate, and trust planning.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

Education

  • BS, real estate, University of Wisconsin-Madison
  • MST, San Jose State University

Insights from Michael Merry