Gary is a Certified Financial Planner™, Enrolled Agent and Certified Tax Coach who works at the InConcert Napa Valley Team of the Wealth Enhancement Group in Walnut Creek & St. Helena, CA. He specializes in helping equity recipients (RS/RSU, ISO, ESPP) in the Bay Area's tech firms. As a Certified Tax Coach with the American Institute of Certified Tax Planners, Gary is part of a community of tax professionals dedicated to help their clients achieve success and security by overcoming their biggest financial obstacle.
Proactive tax strategies can be used to reduce and management potential taxes on capital gains & income. Tax planning is very different from tax preparation.
Gary is also a Distinguished Toastmaster with Toastmasters International.