Robert Gellman, MSA, PFS, CPA

Greater San Diego Area, CA United States

Specializing in Tax Minimization Strategies, Tax Incentives and Exempt Organizations

Accounting / Auditing

Tax Minimization through tax incentives and long-term planning to optimize personal and organizational tax structures. Tax Compliance (filings/reporting) including extensive work with multi-entity pass-through and C corporation businesses. We work with many companies in the high tech and bio tech areas who require expertise with more complex debt and equity financing structures, methods of accounting, R&D and NOL carryover planning, multi-state income and sales tax exposure, US cross border activities/reporting and financial statement tax provisions. Extensive work with closely held businesses, private equity backed businesses and large non-profit organizations. Author of The 7 Keys t...