Jerry is a Managing Director of UHY Advisors TX, LLC.  He is also a Partner with UHY LLP, a licensed CPA firm, and is a licensed CPA in the state of Texas and a Certified Valuation Analyst.

Professional Experience:

§         Direct client responsibilities for a variety of clients including: high net-worth individuals and family groups, estates and trusts, professional service organizations, privately-owned businesses, divorce and estate arbitration matters, oil and gas exploration, development and supply, manufacturing, real estate operations and management, distribution and transportation, and brokerage services

§         Consulting in federal and state income tax matters involving: estate and gift planning, retirement planning and administration, mergers and acquisitions, entity selection, corporate restructuring and transaction planning, partnership transaction planning, debt restructuring and planning Internal Revenue Service examination and collection representation, multi-state tax planning and compliance, Texas franchise tax planning and compliance

§         Active in Forensic, Litigation and Valuation Services

Background:

§         B.S. in Accounting/Finance, Houston Baptist University, Houston, Texas, 1980

§         Joined the firm in 1996 and was admitted as Managing Director/Partner in 1999

§         Prior to 1996, Jerry served as tax shareholder or manager for 17 years with two local CPA firms

Active and Prior Professional Memberships Include:

§         American Institute of Certified Public Accountants

§         Texas Society of Certified Public Accountants

§         Houston Chapter of TSCPA

§         Houston Estate and Financial Forum

§         Houston Business and Estate Planning Council

§         National Association of Certified Valuation Analysts

Active and Prior Civic Memberships Include:

§         Treasurer and Committee Member - Cub Scouts

§         Committee Member - Boy Scouts

§         Board Member - Houston Business and Estate Planning Council

Selected Speaking Engagements and Publications:

§         "Changes in 'Stealth Tax'..." Houston Business Journal, Alternative Minimum Tax, (2/08-14/08)

§         "What Do I Do Now?" Income and estate tax saving ideas and planning, Grant Prideco, (2/27/08)

§         "Tax for 'Dummies," Business Valuation Implications, UHY FLVS Annual Training, (3/03/08)

§         An Overview of the 2003 Tax Law changes, presented to a private CEO roundtable board

§         An Overview of Hot Valuation Topics Affecting Estate and Gift Taxes – Fizer, Beck (12/19/01)