![]() ![]() David is also well-versed in the analysis of qualified small business stock (QSBS) and in providing sophisticated planning with respect to executive compensation, incentive stock options (ISO’s), nonqualified stock options (NQSO’s), and restricted stock units (RSU’s). His in-depth knowledge of income tax and estate planning is drawn from his extensive experience with complex wealth transfer structures including family limited partnerships, charitable remainder trusts, and various forms of grantor trusts. Outside of the office, John enjoys spending quality time with family and friends, is an avid golfer and a wine enthusiast, and has traveled extensively through the vineyards of France.ĭavid has more than 20 years of experience in public accounting and specializes in strategic planning to minimize income, gift, and estate tax for high-net-worth and ultra high-net-worth individuals and their families. He earned a bachelor’s degree in business administration from California State University, Hayward (now California State University, East Bay) and completed graduate-level courses in taxation at Golden Gate University. John is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He then practiced for 20 years at Harb, Levy & Weiland LLP (now EisnerAmper LLP) in San Francisco, where, in addition to serving his clients, his contributions at the manager and partner levels included growing the firm from a staff of 20 to 100 serving on the firm’s Executive Committee developing and overseeing the human resources function (including recruiting, staff training, and mentoring) and spearheading the development of an overseas operation based in Mumbai, India. John began his career with international CPA firm KPMG (formerly Main Hurdman). His deep understanding of the interrelationships between businesses and their owners and investors puts him in a unique position to provide innovative tax planning and advisory services in areas such as tax-efficient entity structuring, executive compensation planning with stocks and other equity interests, complex wealth transfer strategies, business consulting and management advisory, and tax minimization techniques. John works extensively with alternative investments, high-net-worth and ultra high-net-worth individuals, closely-held businesses, start-up ventures, and other entrepreneurs in various industries including hedge funds, venture capital, real estate, wineries, and a variety of other private businesses. He provides both audit and tax services and possesses a breadth of expertise that allows him to adopt a holistic approach with all clients. John is the firm’s Managing Partner and has more than 30 years of public accounting experience serving a diverse clientele. We have a secure portal system in place that enables us to seamlessly and securely communicate and exchange confidential documents and tax information with our clients around the globe.Īs a proud member of GGI, an international network of elite, like-minded professionals providing similar services in other countries around the world, we have access to and can connect our clients with advisors who are located in and familiar with accounting and tax laws in other countries as needed. We use the most innovative technology in our profession. Whether it’s for tax preparation, income tax planning, wealth transfer or estate planning, retirement or business-succession planning, audit, business advisory, or other accounting-related services, our clients’ goals become our goals, and their desire for excellence becomes our commitment to providing the highest level of client service. Our passion for delivering awesome client service drives us to provide our clients with attainable, forward-thinking solutions. Our professionals uphold the highest industry standards and offer the sophisticated expertise and advanced knowledge of a “Big Four” accounting firm with the personalized service only a smaller firm provides. Navolio & Tallman LLP is a mid-sized CPA firm headquartered in Walnut Creek and serves the Greater San Francisco Bay Area and beyond. ![]()
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