Scott Greenberg is interested in U.S. federal tax policy. Before law school, he spent three years working at the Tax Foundation, a think tank in Washington, DC. There, Scott wrote white papers and articles about an array of tax policy issues, such as the taxation of closely-held businesses and the tax exemption of municipal bonds. His …
Tracy F. Lasecke, CFP® is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as …
Mary Kay specializes in handling complex trusts and individual tax planning. She goes above and beyond the compliance work to understand the personal issues faced by her clients and how they affect retirement planning and trust administration and funding. In addition, she teaches classes for CPAs and other financial professionals about retirement planning and estate …
Tom Prieto has over twenty-five years of public accounting experience serving small-size businesses and individuals in Los Angeles. Furthermore, he has over a decade of experience as a college accounting instructor, where he mentored students in the accounting profession. He is a graduate of California State University, Northridge, and the University of Southern California, where …