Overview
As a tax partner at Aprio, Stuart focuses on tax strategy, planning, and compliance for businesses and individuals. His expertise spans various industries, particularly in real estate, professional services, and complex tax matters. Stuart works with closely held and family-owned real estate enterprises, multi-partner professional services firms, and high-net-worth individuals to develop customized tax strategies that help clients navigate the intricacies of tax planning, compliance, and controversy. Known for his ability to build strong, trusting relationships, Stuart’s clients value his attentive, detail-oriented approach and unwavering advocacy.
Experience
Stuart provides strategic guidance to real estate enterprises, multi-partner professional services firms, and high-net-worth individuals. His work spans real estate operations, syndications, development, and the technology and professional services sectors, where he helps clients navigate complex tax challenges. Stuart also offers specialized expertise in estate and gift taxes, assisting clients with wealth transfer and succession planning. Known for his meticulous attention to detail, Stuart creates tailored tax strategies that support clients’ long-term financial and business goals.
Education & Affiliations
Stuart holds a Bachelor of Science in Business Administration and a Master of Science in Taxation from California State University, Northridge. Professionally, Stuart is a member of the American Institute of CPAs (AICPA) and the California Society of CPAs (CalCPA). He is passionate about giving back to the community. He serves as an Officer, Board Member, and Executive Committee member for New Horizons, a nonprofit organization that supports individuals with special needs. Additionally, Stuart chairs the Program Committee and previously served as the Finance Committee chair.
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