hbgoldstone@ppandco.com
Mr. Goldstone has been with Petrinovich Pugh & Company, LLP since 1985. Prior to that he was the accounting manager at a manufacturing company and a controller for a telecommunications startup company. He has a degree in Accounting from San Diego State University. At Petrinovich Pugh & Company, LLP he specializes in tax planning for closely held businesses and individuals, business consulting, tax compliance for business entities and individuals, succession planning, estate planning and financial planning. Mr. Goldstone has earned the Personal Financial Specialist designation as prescribed by the American Institute of Certified Public Accountants.
Services
- Tax and business planning for clients involved in closely held businesses
- Income and estate tax planning for individuals
- Business valuations and other investigations for attorneys and other clients regarding discovery matters and estate tax planning
- Consultation regarding financial planning and business succession planning
- Preparation of compiled and reviewed financial statements for corporations and partnerships
- Preparation of income tax returns for individuals, corporations, partnerships, and fiduciaries
Professional Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Member of the Santa Clara County Estate Planning Council
- Life Agent
- Registered Representative with LPL Financial
Community Activities
- Fremont Warm Springs Little League, Treasurer, Director, Manager and Coach
- Fremont Warm Springs Senior, Little League and Allstar Manager and Coach
Education & Professional License
- San Diego State University Bachelor of Science in Accounting, 1978
- Certified Public Accountant, State of California, 1988
- FINRA Series 7 and 66 Certification
