Eugene has over 12 years of experience in tax planning, research and tax compliance. His experience includes minimizing federal and state tax liabilities, stock option planning and executive compensation, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, foreign citizens, and representing clients before the IRS and Franchise Tax Board. He is deeply experienced with individual, trust, estate, corporate and pass-through entities. His industry focus includes high-net-worth individuals, software, professional services, high-tech, venture capital, hedge fund and real estate management.

Interesting Tidbit

He learned to snowboard by blindly following a college roommate (a ski instructor) down a black diamond run his very first time on the slopes. It turned out well, and he has not looked back since.

Quick Facts

  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California State Society of Certified Public Accountants (CalCPA PSV)
  • Member – Ascend

BS/Accounting – University of Oregon, Charles H. Lundquist College of Business