Stuart provides tax consulting, planning and compliance services to high-net worth individuals and families as well as business entities. Industry focus includes real estate, technology, wineries and vineyards.

Areas of Experience

Tax Planning for high net worth individuals and families and their related corporations, partnerships and LLC’s
Strategic tax and financial planning
Management and financial reporting
Equity compensation analysis
Transaction analysis and consulting
Unaudited financial engagements

Professional/Civic Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)

Education

Bachelor of Economics from University of California Santa Barbara
Graduate studies in Taxation, Golden Gate University