Shareholder, Tax Practice
Office: Palo Alto
Email: jspector@bpmcpa.com
Forty years of experience of working with individuals, estates, and trusts, and closely held businesses. Jerry's has taught and worked with individuals and families to assist then in reaching their financial goals by long range planning for tax transactions, estate and financial planning. He has also been active in working with our wealth management group.
Professional Affiliations
Member – American Institute of Certified Public Accountants (AICPA)
Member – California Society of CPAs (CalCPA)
Member – Financial Planning Forum
Member – Jewish Community Endowment Fund Professional Advisors Committee
Education
BS – Arizona State University
CPA – Certified Public Accountant
PFS – Personal Financial Specialist – American Institute of CPAs.
Estate Planning Certificate Program – California Education Foundation
Interesting Tidbit
My wife and I love to travel. We have an undivided 1/52 interest in an apartment in Venice, Italy for our anniversary week. We have spent the last eight anniversaries there. The Jewish News Weekly has an annual poll. I have been selected as the number one favorite accountant in the "South Bay/Peninsula" for 2010, 2008, 2007, and 2006.
