While a SC&H client was preparing for a sizable transaction, Greg and his team were preparing for how the client could best allocate expected proceeds from the sale to minimize personal income and estate tax liabilities. Post-transaction, Greg was able to help the family realize tens of millions in net after-tax dollars that they otherwise would have relinquished to taxes.
Greg and his team at SC&H constantly make the best use of changing tax law to position his clients for fully leveraging income and estate tax savings opportunities under all circumstances, but especially for those events that may suddenly arise. Over the years, he has assisted clients in passing on billions of after-tax dollars to the next generation, assets that otherwise would have gone to taxes. Expert in combining income tax investment and allocation strategies with IRAs, conversions, and donor-advised funds for charitable deductions, Greg creates extremely favorable tax consequences and future tax-favored income streams for his clients.
A co-founder of SC&H Group, Greg’s focus is on the firm’s servicing of high-net worth individuals in the areas of taxation, personal financial planning and multi-generational family wealth planning. He also provides international planning services for clients living and working overseas. In addition, Greg is president of SC&H Financial Advisors which manages more than $250 million in client assets. Greg is a registered investment advisor and holds Series 6, 7, 24, 28, 63 and 65 securities licenses as well as life and health insurance licenses in several states.
With a strong foundation in tax and business consulting services gained at a Big 4 international accounting firm, Greg services SC&H’s most sophisticated and complex high net worth clients. He and his team have dedicated expertise in minimizing present and future tax liabilities, while developing and executing the strategic means and plans for clients to reach their financial or retirement objectives.
Greg is a member of the American Institute of Certified Public Accountants (AICPA) and holds the AICPA’s Personal Financial Specialist designation. He also is a member of the Maryland Association of Certified Public Accountants (MACPA), where he has served on the organization’s Management of an Accounting Practice and State and Local Taxation Committees, and where he has addressed members on income tax strategies as well as been published in the MACPA Statement. Greg is also a member of the Financial Services Institute, and has written on income tax strategy for several publications, including the Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, and The Daily Record. He has appeared several times on Fox News and Maryland Public Television as an expert source for tax and financial commentary.
Greg holds a B.S. in Accounting from Shippensburg University, where he graduated with highest honors. Greg is a member of SC&H’s Executive Committee, where he oversees operations and business development across the firm’s various practice areas and service lines. Long involved in his community, he has been a board member of the local Recreation Council, for which he served as chair of the Council’s baseball program. Greg serves on the board of The Boys’ Latin School of Maryland, and is on the Planned Giving Committee of Ronald McDonald House Charities of Baltimore, where he also volunteers with other SC&H staff in serving meals to residents.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.
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