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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

     

Curtis Burr

Responsibilities
Founder, Partner in charge of the Consulting practice, Partner in the Tax practice. Leads the Litigation Support and Business Valuation groups.

Experience
Over twenty-five years of experience advising clients in a wide range of industries, including agriculture, natural resources, insurance, construction, manufacturing, real estate, wholesale/distribution and professional services. Over ten years of extensive and varied business valuation experience, with concentration on the tax and valuation aspects of business acquisitions and dispositions, succession planning, estate planning and marital dissolution. Also advises on retirement planning, estate and wealth transfer planning. Certified Valuation Analyst, and Accredited in Business Valuation by the AICPA.

Education
Honorary Doctorate of Business Administration - Golden Gate University
MBA/Taxation - Golden Gate University
BA/Accounting - Golden Gate University

Activities
Chairperson - Board of Trustees, Golden Gate University
Board of Directors - Boys and Girls Clubs, San Francisco
Adjunct Professor - Graduate School of Business, Golden Gate University
Member - American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Member - National Association of Certified Valuation Analysts (NACVA)

Interesting Tidbit
Almost made it 8 hours after the birth of his daughter Rachele without being complimented on his granddaughter!





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