mparkinson@ppandco.com
Mr. Parkinson has been with Petrinovich Pugh & Company, LLP since 1979 and became the managing partner in 2000. Previously he was with Price Waterhouse & Company from 1977 to 1979. He has a degree in Economics from Santa Clara University and a Masters in Business Administration from the UCLA’s Anderson School of Management. At Petrinovich Pugh & Company, LLP he has extensive experience working with closely held businesses and high net worth individuals, with an emphasis on planning and profitability. He specializes in succession planning and wealth transfer for individuals and family businesses. Marc also provides litigation support as an expert witness in accounting and financial matters. He has a PFS designation from the American Institute of Certified Public Accountants and holds both Life Insurance and Securities licenses (Series 66 and 7).
Services
- Firm Managing Partner
- Audit, tax, business and estate planning for individuals and closely held businesses
- Litigation support services
- Succession planning and wealth transfer for individuals and family businesses
Professional Affiliations
- American Institute of Certified Public Accountants - council member and on their executive committee of the PCPS (Private Companies Practice Section)
- Chairman, California Society of Certified Public Accountants, June 2006 to 2007
- California CPA's Education Foundation, 1998 to 2004, Trustee and Past President
- California State CPA Society, Board of Directors, 1995 to present
- San Jose Chapter California Society of CPAs, Past President and Director
- Past or present member of the Estate Planning Council, Banker's Relations
Committee, Chairman of Credit Grantors Committee, Chairman of the Real Estate Committee, San Jose Chapter of the California Society of Certified Public Accountants and AICPA
Community Activities
Current Service:
- Santa Clara University, Board of Fellows, 1996 to present
- Board of Trustees, Presentation High School
Past Service:
- Sisters of the Holy Names, Board of Advisors and Investment Committee, 1993 to 2007
- Bellarmine College Preparatory, Men's Club, President 2005
- Achieve, Board of Directors and Treasurer, 1990 to 2001
- School board for St. Mary's Parish, Vice President, 1985 to 1988 and 1994 to 1997
- O'Connor Hospital Foundation, Treasurer/Executive Committee, 1997 to 1998
- Los Gatos Community Foundation, Grants Committee, 1997 to 1999
- YMCA Board of Managers
- Kiwanis
- Toastmasters International
Education & Professional License
- University of California, Los Angeles, Anderson School of Management, 1977, MBA with Finance and Accounting concentration
- Santa Clara University Bachelor of Science in Economics, 1975
- Certified Public Accountant, State of California, 1980
- More than 1,000 hours of continuing professional education
