Blake brings over 17 years of public accounting experience to his client engagements and serves high net worth individuals and their related entities. He provides tax consulting and compliance services for individuals, partnerships, and corporations. Blake serves clients in all phases of the business cycle, including start-up businesses. In serving high net worth entrepreneurs, Blake often assists his clients in understanding the tax ramifications of an exit or liquidity event such as a sale or merger, all to maximize after-tax proceeds. His industry experience is broad and includes manufacturing, retail, distribution, entertainment, and real estate.
Blake also specializes in the taxation of digital assets, including cryptocurrency and non-fungible tokens. He implements tax-effective planning strategies for his clients, relative to gain reduction, gain deferral and gain exclusion for digital asset transactions. Blake assists business and individual investors with blockchain data challenges relative to income tax reporting and coordinates non-income tax planning around digital assets, including gifting, lending, and borrowing of digital currencies.
Blake obtained a bachelor’s degree from the University of Arizona and a Master of Science in Taxation from California State University, Northridge. Blake is a member of the California Society of Certified Public Accountants and a Certified Public Accountant in the state of California.
HCVT
California Society of Certified Public Accountants
MBT, California State University, Northridge
BS, Business Administration, University of Arizona
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