Chris is a member of the Financial Services & Capital Markets industry team and concentrates his practice on sophisticated estate planning, business succession planning and tax planning for high net worth clients and business owners. He holds a CPA Certificate and previously worked for the accounting firm KPMG. Chris is frequently sought out by other professionals, including fellow CPAs, lawyers and financial service professionals, to develop creative planning solutions for complex situations. His practice is national in scope, with clients in more than 20 states and a number who are on the Forbes 400 list – current and former professional athletes, current and former professional sports team owners, entertainers and owners of large closely held businesses.
With extensive experience in federal transfer taxation and various income tax and estate planning techniques, Chris provides on-going business counseling and guidance to many families and family businesses.
Chris has delivered more than 100 presentations nationally to groups of lawyers, CPAs, financial service professionals and business owners. He frequently speaks on estate and business planning techniques for high net worth families.
A member of the firm’s Executive and Partner Boards, Chris is also the Managing Partner for the Phoenix office.