BPM - Marc H. Berger

Home: Key People: Marc H. Berger

Assurance Services		Tax Services
Richard Avril Richard Bellucci Jenise Gaskin Brad Holsworth Mark Loveless Geralyne Mahoney Roy Maynard Jeffery A. Pearson Mark Shumaker Michael S. Spence Scott Taylor		Carolyn Amster Marc H. Berger Dennis R. Brach John Brogan Rich Gunn Phillip L. Hutson Sandy Murray William A. Schulte Douglas Schultz

Consulting Russell K. Burbank Curtis Burr Andrea G. Cope Phil Leibowitz Steve Mayer Maureen Lucey Mihelich Michael N. Teutschel		Wealth Management Robert Anderson Brian Frazier Henry Pilger Internal Operations Alfie S. Adona Susan Harris

Marc H. Berger

Responsibilities
Partner in the Tax practice. Managing Partner of the Walnut Creek office.

Experience
Marc is a Certified Public Accountant licensed to practice in California and Illinois. He has over thirty years of experience in public accounting practice including as a partner in a Big Four accounting firm. Marc has worked with business clients in arranging financing and raising capital, going public, cash budgeting, auditing, tax planning, writing business plans, negotiating transactions, acquisitions and divestitures, compensation planning, recruiting and other matters. He works extensively with individual clients on tax planning as well as financial, retirement and estate planning.

Education
MS/Taxation - DePaul University
BS/Accounting - Indiana University

Activities
Board of Directors - Contra Costa Software Business Incubator
Member - U.C. Berkeley Entrepreneurs Forum
Past Chairman - Rehabilitation Services, Northern California
Past Treasurer - Rehabilitation Services, Northern California

Interesting Tidbit
When he asked his veterinarian client to recommend a dog breed meeting his many specifications, his vet told him to get a stuffed animal. (The family is now happily led by their standard poodle.)