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DIRECTORY OF PROFESSIONALS
Attorneys | CPAs
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Corporate
Fiduciaries |
Private Fiduciaries |
Planned Giving Professionals
Joseph K. Green II
CPA, CVA
Green & Jespersen CPA's
Street Address
9600 Blue Larkspur Lane
Monterey, CA. 93940
Phone:
(831) 649-1506
Fax:
(831) 372-5591
joe@greenjespersencpas.com
www.greenjespersencpas.com
Areas of Practice: Estate Planning,
Tax, Planned Giving, IRA Planning,
Planning for CRT, CLT, Private Foundations,
and generational wealth transfer strategies.
Years in Practice:
34
Memberships, Associations, Affiliations:
Calif Society of
CPA, AICPA, AICPA Tax Division, AICPA Management Advisor Division, AICPA
Technology Division, AICPA Priviate Companies Practice Section, National
Association of Valuation Analysts, American Society of Appraisers,
National Society of Accountants, National Notary Association.
Board:
Treasurer of
Monterey Jazz Festival, Past President Monterey Jazz Festival, Past
Chairman and Comissioner of Monterey County Overall Economic Development
Commission, Past Flotilla Commander United State Coast
Guard Auxilary, and Past Board Member of Pacific Western Bank
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