BPM - Douglas Schultz

Home: Key People: Douglas Schultz

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

Douglas Schultz

Responsibilities
Partner in the Tax Practice. Leads the Real Estate group.

Experience
Over twenty years of business and individual tax consultation services, with an emphasis on tax planning for closely held businesses and high net worth individuals. Experience in advising clients on performance-based compensation systems, real estate acquisition and disposition, buy-sell agreements, and strategies to reduce and defer income taxes. Represents clients before the Internal Revenue Service, the Franchise Tax Board and other taxing authorities. Frequent lecturer on income tax topics. Authored articles on law practice management and real estate taxation issues in The American Lawyer, the Legal Times, The Recorder and San Francisco Apartment Magazine.

Education
MA/Taxation – Golden Gate University
BS/Accounting – Michigan State University
Graduate of Leadership San Francisco

Activities
Board Member – Leadership San Francisco
Former Board Member – Family House, Inc.

Interesting Tidbit
Once performed as a trumpet soloist in Moscow!