Year End Tax Planning and Strategies Sponsored by Alliance
Date: Tuesday, November 14, 2023
Time: 8:00am - 9:30am
Speaker: David S. Tallman, CPA and John C. Navolio, CPA
JOHN C. NAVOLIO
John is the firm’s Managing Partner and has more than 30 years of public accounting experience serving a diverse clientele. 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 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. 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 began his career with international CPA firm KPMG (formerly Main Hurdman). 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 is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. 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.
DAVID S. TALLMAN
David 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. 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. 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). He serves a wide range of clients in the personal services, venture capital, securities trading and dealing, manufacturing and wholesale, and real estate industries.
David began his career with Arthur Andersen LLP working on their private client services and real estate teams. After Arthur Andersen, he practiced for eight years as a tax specialist at the staff and partner levels with Harb, Levy & Weiland LLP (now EisnerAmper LLP) in San Francisco. David is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He holds a bachelor’s degree in business administration and management from The Master’s College and a master’s degree in taxation from Golden Gate University.
We are pleased to have Alliance Trust Company sponsoring this event!
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