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Chat withState: New York
Acquired: 2003
No misconduct found
State: Arizona
Acquired: 2004
No misconduct found
2555 East Camelback Road., Suite. 800, Phoenix, AZ, 85016
1 Client Review
Showing 1 - 1 of 1 review | Practice Area Knowledge
Posted by anonymous | May 08, 2014 | Estate Planning
Great business planning and estate planning service.
Very knowledgeable and thorough in his questions and helping us plan our estate and how to transfer our business to our children.
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2012 - Present
Arizona Community Foundation/Jewish Community Foundation Annual Tax SeminarCommittee Member
2004 - Present
State Bar of ArizonaMember
2003 - Present
Central Arizona Estate Planning CouncilMember
1995 - Present
Arizona Society of CPA'sMember
1995 - Present
American Institute of Certified Public AccountantsMember
N/A
law
2015
Estate Planning for Owners and Managers