Kevin Giles
Tax Director @Creative Planning
Signup · Get unlimited contacts
WORK HISTORY
Tax Director @Creative Planning
San Diego, CA, US
EDUCATION
Baylor University
BS, Aviation Sciences
National University
Masters, Accounting
SKILLS
ABOUT KEVIN GILES
As a Tax Director, CPA at Creative Planning LLC, I oversee the tax compliance, financial reporting, and tax strategy for my portfolio of clients. I leverage my CPA credential and 14+ years of public accounting and tax experience to ensure accuracy, efficiency, and compliance with federal, state, and local tax laws and regulations.My core competencies include financial accounting, tax preparation, tax strategy and planning, tax advisory for real estate development and management, as well as for individuals and ultra-high net-worth individuals. I have extensive knowledge and experience in dealing with complex tax issues and opportunities related to multi-tiered entity structures, REITs, §1031 exchanges, §754 elections, §743(b) adjustments, and capital gains/business sales. I am passionate about providing value-added solutions and insights to optimize the financial performance and tax savings of my clients.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.