Jeffrey P. Wilcox

Tax Partner

Jeff is a Certified Public Accountant with more than 30 years of experience providing tax planning and compliance services to high-net-worth individuals, multi-generational family groups and emerging wealth individuals. In addition to working with several large family groups, Jeff works with several large privately owned business groups in a variety of industries. He holds expertise in the following disciplines:

• Tax advisory and compliance for partnerships, corporations, individuals and trusts
• Stock option and compensation planning
• Estate, gift, and charitable giving planning
• Industry expertise with professional service businesses, real estate, hospitality, retail, and manufacturing
• Real estate and investment partnership advisory
• Representation of clients before federal and state tax authorities

Education:

• California State University, Chico

• Golden Gate University- Master of Science in Taxation