Craig plays a crucial role in the lifelong financial development of corporate and small businesses. His expertise in long-term business planning is the perfect complement to family-run businesses as they explore succession planning strategies, including unique tax-saving situations when a major life change occurs.
With over 35 years in mergers, acquisitions, reorganizations, and liquidations, Craig discovers innovative ways he can strategically enhance the business operations of the people he works with. For example:
- Preserving $240,000 of a family’s net worth to be passed to heirs by knowing the special accounting rules that apply in the unfortunate circumstance where both spouses pass in close proximity to each other.
- Minimizing a company’s net litigation cost by $5 million and facilitating the successful settlement of the claim by finding this savings opportunity.
- Structuring an estate with a charitable remainder trust, increasing net worth passed to a family’s heirs by $300,000.
- Using benefits under a Section 631(a) election to deliver $500,000 in annual tax benefits for a timber client.
Craig started his accounting career at a Big Four firm, gaining valuable experience in all facets of business operations. A trusted and integral advisor to CEOs and business owners, Craig offers insights vital to their long-term financial success.
- B.A., accounting, California State University, Sacramento
- Licensed CPA in California
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Enloe Medical Center Board of Trustees
Mentions and articles by Craig