Gregory Kastner

Tax Director at CBIZ Berntson Porter
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Contact Information
us****@****om
(386) 825-5501
Location
Woodinville, Washington, United States, US
Skills

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John Wong

Greg is a consummate professional, well versed in the financial services industry and more than willing to impart his knowledge and insight unto those lucky enough to work for him.

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Credentials

  • Certified Public Accountant
    California, Washington

Experience

  • CBIZ Berntson Porter
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Director
      • Aug 2022 - Present

      Specialize in taxation of high net worth individuals, closely-held businesses of all structures; professional services such as law and architecture; high technology; construction; real estate investment & management; manufacturing, retail and distribution; mergers, sales and acquisitions and planning for such; multi-state and foreign transactions and ownership. Specialize in taxation of high net worth individuals, closely-held businesses of all structures; professional services such as law and architecture; high technology; construction; real estate investment & management; manufacturing, retail and distribution; mergers, sales and acquisitions and planning for such; multi-state and foreign transactions and ownership.

  • Hersman Serles Almond, LLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Director
      • Aug 2019 - Nov 2020

      Specialize in high net worth individuals; closely-held businesses; partnerships; multi-state C & S corporations; construction; real estate management; manufacturing, retail & distribution; professional services; high technology; structuring; IRS controversy; foreign transactions. Specialize in high net worth individuals; closely-held businesses; partnerships; multi-state C & S corporations; construction; real estate management; manufacturing, retail & distribution; professional services; high technology; structuring; IRS controversy; foreign transactions.

  • Mazars in US
    • United States
    • Accounting
    • 700 & Above Employee
    • Tax Director - Financial Services
      • Sep 2018 - Jun 2019

      Specialize in taxation of hedge funds, private equity, fund of funds and other alternative investment vehicles as well as real estate, high net worth individuals and other commercial partnerships Specialize in taxation of hedge funds, private equity, fund of funds and other alternative investment vehicles as well as real estate, high net worth individuals and other commercial partnerships

  • Baker Tilly US
    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Tax Manager - Financial Services
      • Dec 2015 - Jul 2018

      Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals, real estate, partnerships Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals, real estate, partnerships

  • BDO USA
    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Manager - Tax, Financial Services
      • Nov 2010 - Jun 2015

      Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals, broker dealers Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals, broker dealers

  • Marcum LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Tax Manager - Alternative Investment Group
      • Oct 2008 - Oct 2010

      Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals Specialize in hedge funds and other alternative investment vehicles including fund of funds as well as all related entities, high net worth individuals

  • Rothstein Kass
    • Accounting
    • 1 - 100 Employee
    • Tax Manager - Financial Services
      • Nov 2002 - Aug 2008

      Specialize in hedge funds, fund of funds, high net worth individuals, broker dealers & related entities Specialize in hedge funds, fund of funds, high net worth individuals, broker dealers & related entities

  • Bernstein Fox Whitman
    • Tax Senior Staff
      • Jul 1998 - Nov 1999

      Concentration in tax for primarily entertainment and garment industry clientele. Concentration in tax for primarily entertainment and garment industry clientele.

  • Breslow, Loeb, Baumohl & Wall
    • Staff Accountant
      • Jun 1997 - Jul 1998

      Concentration in tax for closely held businesses and entertainment industry clientele. Concentration in tax for closely held businesses and entertainment industry clientele.

  • KPMG US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Tax Specialist
      • Jan 1995 - May 1996

      Concentration in large consolidated C corporations, high net worth individuals, S corporations, partnerships & trusts Concentration in large consolidated C corporations, high net worth individuals, S corporations, partnerships & trusts

  • Linsco Private Ledger
    • Registered Representative & Licensed Tax Preparer
      • Jul 1993 - Aug 1994

Education

  • University of California, Davis
    Bachelors of Arts, Economics
    1989 - 1993
  • Golden Gate University
    Masters, Taxation - Half completed
    2004 - 2005

Community

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