Our People
Jerry L. Kahn
CPA, MST
Director, Tax
Areas of Expertise: Estates, Gifts & Trusts, Financial & Retirement Planning, Stock Option Planning, Tax Compliance, Tax Planning
Jerry Kahn is a Director in BPM’s Private Client Services practice, where he specializes in helping clients in the areas of investment analysis, tax planning, tax compliance and wealth transfers. His clients include closely held businesses in a variety of industries, but especially manufacturing and real estate, as well as high-net-worth individuals and families. He brings both regional and national firm experience, having worked at Arthur Anderson early in his career. Some recent projects for clients include:
- Sec. 1031 exchange planning and compliance
- Employee stock option planning
- Estate tax return preparation
Jerrold Kahn holds an active CPA license in California.
Quick facts
- Certifications
Certified Public Accountant
- Community
- President – San Diego State University Alumni Association, Los Angeles Chapter
- Founder – Pinpoint – Professionals Involved with Networking
- Member – American Institute of Certified Public Accountants (AICPA)
- Member – California Society of Certified Public Accountants (CalCPA)
- Education
BS – San Diego State University
MS/Accounting – San Diego State University