PARTNER, WEALTH MANAGEMENT DEPARTMENT, TAX DEPARTMENT
PHONE: (385) 215-2814
Areas of Focus:
- Federal and state individual and business tax planning and compliance
- Estate and gift planning and compliance
- Charitable and fiduciary income tax planning and compliance
- Tax and Wealth Advisory
- 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 employees 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
- 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