Adam Holtzman, CPA
415-599-2194
As a Principal with Ghirardo CPA, Adam specializes in tax planning and compliance for estates, trusts, partnerships and high net worth individuals (with a particular emphasis on real estate), as well as general financial and retirement planning. Adam moved to our area in 2008 from sunny Beverly Hills, CA, where he had worked at NSBN LLP, a prestigious CPA firm in that region. Adam gained a great deal of experience there in both tax and audit, primarily for real estate partnerships and low-income housing developments.
Adam's education credentials include summa cum laude and Phi Beta Kappa honors from UCLA with a B.A. in Business-Economics and an Accounting Minor and Computing Specialization. He is a member of the California Society of CPAs and has been working in public accounting since 2002. Adam is also an active member of the Marin County Estate Planning Council.
Originally from Southern California, Adam now resides in Benicia with his wife (an employment law attorney) and two young sons. His personal interests include golf, volleyball, hiking, snowboarding, music and investing.