Wally joined Krohn, Watters & Hicks, LLP after having been a Partner in the San Francisco office of a Big 4 accounting Firm for twenty-five years. He has nearly thirty-five years of professional experience and specializes in the taxation of real estate, vineyards/wineries, private equity, closely held businesses, partnerships, and High Net Worth individuals. His background includes numerous due diligence, investment structuring, tax planning, and compliance projects for a variety of clients. Wally has presented at numerous training programs, local industry/trade groups, as well as overseas for the Australian Winemaker’s Federation. He has been named a “Highly Recommended” practitioner by the International Tax Review.

Areas of Experience

Tax planning and compliance for high net worth individuals/families and closely-held businesses, including their related trusts, corporations, and partnerships, and LLCs
Wealth transfer planning and structuring
Tax controversy with federal and state taxing jurisdictions

Professional and Civic Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants
Member, San Francisco Tax Club
Member, REDF Advisory Council
Member, San Domenico School Finance Committee

Education

Bachelor of Arts in Economics from the University of California, Davis
MBA and Masters in Tax from the University of Southern California
Executive Management Program at Kellogg School of Management