Shareholder, Tax Practice
Office: San Francisco
Email: dschultz@bpmcpa.com
Over 25 years of tax consultation services emphasizing tax planning for closely held businesses and high net worth individuals. Experience in performance-based compensation systems, real estate acquisition and disposition, buy-sell agreements, and strategies to reduce and defer income taxes. Represents clients before the IRS, the Franchise Tax Board and other taxing authorities. Frequent lecturer on income tax topics. Authored or featured in articles in The American Lawyer, The Legal Times, The Recorder, Wall Street Journal on-line, San Francisco Business Times and San Francisco Apartment Magazine.
Professional Affiliations
Board Member – Leadership San Francisco
Former Board Member – Family House, Inc.
Member – Building Owners and Managers Association
Member – San Francisco Apartment Association
Education
MA/Taxation – Golden Gate University
BS/Accounting – Michigan State University
Graduate – Leadership San Francisco
Interesting Tidbit
Once performed as a trumpet soloist in Moscow.
