JEFFREY M. GLICK, CPA, MT
Emphasis
Individual Taxation
High Net Worth
Mid to Upper Level Executives
Closely Held or Family Owned Business
Estate and Trust Taxation
Tax Consulting
Profile
Fifteen years of experience in public accounting specializing in trust and estate tax, tax planning for high net worth individuals, mid to upper level executives and closely held business owners. Experience in assisting entrepreneurs build, grow, maintain, and pass on their ventures through pro-active business and tax planning.
Education
Masters in Taxation - University of Denver
BS/Accounting with Minor in Finance - University of Denver
Professional/Community Involvement
6 Year Chair: California Society of CPAs - Estate and Personal Financial Planning Special Industry Group.
Executive Board Member/ Finance Committee Char: The Lake School
Former Director / Treasurer: Boys Hope Girls Hope
Interesting Fact
Before becoming a father in September 2007 and again in March 2009, I was an adventure traveler – visited 7 countries on 3 continents over the last 4 years. Travels have included hiking the Inca Trail, cave exploring with bats in an underground river, watching a volcano explode from less than 5 miles away, self-guided white water river rafting, powered hang gliding, and jumping from a 40 foot waterfall!
