Area of Focus:  Federal and state individual and business tax planning and compliance; estate and gift planning and compliance; and charitable and fiduciary income tax planning and compliance

Industry Specialties:  Tax and Wealth Advisory

Profile:

  • Greg serves a number of  closely-held businesses and their owners, executives and professionals, and high-net worth and high-income individuals.
  • Greg is the leader of Squire’s Wealth Advisory practice in its Salt Lake City office and enjoys the opportunity that provides to help clients reach their overall financial goals
  • Greg has extensive experience with employee stock options
  • He is an educational speaker to employee and professional groups
  • He assists numerous clients with tax and financial planning and related income tax compliance issues.

Education and Certifications:

  • Greg received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 1997

Affiliations:

  • Greg is the past president and current board member of the Salt Lake Estate Planning Council
  • has served on the boards of the IHC Foundation for Homecare and Hospice and Primary Children’s Medical Center Planned Giving Committee
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