Background
Kyle shares something of the family accounting gene, being a third-generation CPA, following in the footsteps of his great uncle and his father. “I was around it my whole life, and saw early on that I was good at it.” Kyle works extensively in the manufacturing & distribution and real estate industries, and plays a key role in the firm’s industry teams. He is particularly passionate about working closely with business owners and C-level leaders. His experience includes approximately seven years with some of the industry’s largest firms, including a three-year stint in the London office of Deloitte & Touche. During his time in London, Kyle gained significant experience in the M&A area by structuring transactions, reviewing agreements, advising clients on tax implications, implementing tax savings strategies and international tax structures. Kyle continues to work with his clients to not only ensure they are meeting their compliance obligations, but more importantly to proactively help them minimize taxes while operating or exiting a business.
“When you’re dealing mainly with owners of businesses, as is the case at Geffen Mesher, you get to see just how much our work matters to them, especially since it impacts them on very personal levels.” While Kyle’s Big 4 background informs the technical knowledge and expertise he brings to his current projects and clients, he keeps in mind the person-to-person nature of the work as well. “Personality is a big component that a lot of recent grads and newer CPAs often take for granted. You can have the best grades in your class, but if you can’t relate to people, you’re going to have a hard time in the industry.” “While I love what I do, nothing’s better than spending time with my wife and children when I come home.”
背景
Kyle 身為會計師家族第三代成員並擁有全美前4大會計師事務所經歷,他擁有15年以上的美國及國際稅務經驗,專精於風險投資基金、製造、零售、科技、房地產及專業服務等行業,主要提供風險投資基金及新興公司設立、各類型公司稅務與高資產人士財產稅務之規劃與諮詢及其他稅務法規的服務。
Professional Organizations
專業組織

American Institute of Certified Public Accountants
美國註冊會計師協會 (American Institute of Certified Public Accountants)

Oregon Society of Certified Public Accountants
美國奧勒岡州註冊會計師公會 (Oregon Society of Certified Public Accountants)
EDUCATION
The University of Arizona, Bachelor of Science in Business Administration – Accounting and Finance, 2001
Certified Public Accountant, Arizona Certified Public Accountant, Oregon
教育背景
美國亞利桑那大學(University of Arizona) 財務及會計學學士學位
持有美國亞利桑那州註冊會計師及奧勒岡州註冊會計師執照。
Key To Success
“Work hard and you’ll reap the rewards. If you show your effort, others will take notice.”
SPECIALIZATIONS
專 長
Partnerships
C corporations
Multi-state tax compliance
International tax consulting and compliance
Income tax planning for individuals and business transactions
Tax modeling and structuring
股份有限公司 (C corporations) 稅務申報與諮詢
合夥人公司 (Partnership) 稅務申報與諮詢
美國各州稅務申報與諮詢
高資產人士財產稅務規劃與諮詢
國際稅務申報與諮詢
稅務模式建構與規劃
新興公司設立規劃與諮詢