Marcus R. Piquet
Champion of Employee Ownership
- Role
- Senior Managing Director at Ambroseadvisors
- Location
- Riverside, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marcus R. Piquet
95••••••77 · m••••••@AmbroseAdvisors.com · AmbroseAdvisors provides financial…
Experience
Senior Managing Director
Feb 2002 — Present · Los Angeles, CA, US
Consulting and recordkeeping (third-party administration) for Employee Stock Ownership Plans
Education
Brigham Young University
Bachelor of Arts (B.A.)
1994 — 2000
Skills
- Tax
- Estate Planning
- Succession Planning
- Trusts
- Employee Benefits
- Esop
- Financial Reporting
- Financial Advisory
- Gaap
- Retirement Planning
- Wealth Management
- Retirement
- Executive Pay
- 401k
- Qualified Retirement Plans
- Mergers & Acquisitions
- Pensions
- Strategic Financial Planning
- Accounting
- Cpa
- Due Diligence
- Financial Analysis
- Erisa
- Finance
- Profit Sharing
- Corporate Tax
- Estate Tax Planning
- Tax Research
- Partnership Taxation
- Tax Accounting
- Tax Preparation
- Exit Strategies
- Income Tax
- Corporate Governance
- Fiduciary
- Tax Returns
- Tax Advisory
- Small Business
- Tax Law
- Fixed Assets
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