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David S. Howard
Hoge, Fenton, Jones & Appel
60 South Market St., Ste. 1400
San Jose, CA 95113
(408)287-9501
Don Pollard
Advanced Professionals
5448 Thornwood Dr., Ste. 200
San Jose, CA 95123
(408)363-7342
James Quillinan, Esq.
Hopkins & Carley
70 South First St.
San Jose, CA 95113
(408)286-9800
www.hopkinscarley.com
Jeffrey B. Hare
501 Stockton Ave.
San Jose, CA 95126
(408)279-3555
Michael Jones
Thompson Jones LLP
24501 Silver Cloud Ct., Suite 250
Monterey, CA 93940
(831)373-1800
www.thompsonjones.com
Tom W. Anderson
Pensco Trust Company
450 Sansome St., 14th Floor
San Francisco, CA 94111
(925)330-0168
tom.anderson@pensco.com
Michael W. Malter
Binder & Malter, LLP
2775 Park Ave.
Santa Clara, CA 95050
(408)295-1700
Bernard J. Vogel III
Attorney at Law
Silicon Valley Law Group
25 Metro Dr., 6th Floor
San Jose, CA 95110
(408)573-5700
vogel@svlg.com
www.svlg.com
G. Scott Haislet
986 Moraga Rd.
Lafayette, CA 94549
(925)283-1031
Patricia Cain
Professor of Law
Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
(408)554-4612
pcain@scu.edu
law.scu.edu/blog/samesextax
David Beck
19925 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014
(408)925-7135
John F. Hopkins
Attorney at Law
Hopkins & Carley
P.O. Box 1469
San Jose, CA 95109
(408)286-9800
jhopkins@hopkinscarley.com
www.hopkinscarley.com
Mark A. Erickson
2155 S. Bascom Ave., Suite 100
Campbell, CA 95008
(408)377-9101
mark@markaerickson.com
www.markaerickson.com
William J. Mitchell
P.O. Box 1578
Capitola, CA 95010
(831)476-5624
William Mahan
Attorney at Law
125 S. Market St., Suite 1200
San Jose, CA 95113
(408)288-8100
wdm@gedlaw.com
www.mahan-law.com
Phil Price, EA
The Price Company
5151 N. Palm Avenue, Suite 920
Fresno, CA 93704
(888)558-1817
philp@thepricecompany.com
www.ThePriceCompany.com
Emmett Carson, PhD
Silicon Valley Community Foundation
2440 W. El Camino Real
Mountain View, CA 94040
Kathleen S. Wright, J.D.
American Red Cross, Silicon Valley Chapter
2731 N. First Street
San Jose, CA 95134
(877)727-6771
wrightkath@usa.redcross.org
www.redcross.org
Naomi S. Comfort, J.D.
Attorney at Law
The Silicon Valley Elder Law Group, PC
1950 The Alameda, Suite 175
San Jose, CA 95126
(408)248-7878
Lori Greymont
305 Vinyard Town Center #228
Morgan Hill, CA 95037
(888)298-0652
Peter Moss
Wymac Capital, Inc.
2700 Ygnacio Valley Rd., Suite 260
Walnut Creek, CA 94598
925-937-4300
peterm@wymac.com
www.wymac.com
Peggy Martin, CLU, FLMI, CASL
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2221
peggy@fwcg.net
www.fwcg.net
Craig Martin, CFP
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2222
craig@fwcg.net
www.fwcg.net
Call (408)453-2220 for an appointment or to purchase his book, Asset Class Investing
Dick Blakeley
The Blakely Group, Inc.
2804 Mission College Blvd., Suite 205
Santa Clara CA 95054
(408)459-4910
Greg Carpenter
BTI Group Mergers & Acquisitions
1901 S. Bascom Ave., Suite 400
Campbell, CA 95008
(408)385-6658
gregcarpenter@business-team.com
www.business-team.com
Nancy J. Ross, Divorce Coach & Mediator
Bauer Shepherd & Ross and Associates
21685 Granada Avenue
Cupertino, CA 95014
(408) 973-1001
nanjross@yahoo.com
Judy Grace Barber
Family Money Consultants, LLC
One Embarcadero Center, Ste. 4100
San Francisco, CA 94111
(415)331-7222
Francis Burton Doyle
Attorney at Law
WealthPLAN
1635 The Alameda, Second Floor
San Jose, CA 95126
(408)918-9030
fbdoyle@wealthplan.com
www.wealthplan.com
Dean Fabro
Bank of the West, San Jose Main
50 San Fernando St.
San Jose, CA 95113
(408)947-5005
Dean.Fabro@bankofthewest.com
www.bankofthewest.com
James O. Brown
Perisho, Tombor, Ramirez, Filler & Brown
1901 S. Bascom Ave., Ste. 600
Campbell, CA 95008
(408)985-5150
Janis A. Carney, Attorney at Law
Carney, Sugai & Sudweeks, LLP
750 University Ave., Suite 140
Los Gatos, CA 95032
(408)354-0200
JanisC@css-lawfirm.com
www.css-lawfirm.com
Michael Desmarais
16450 Los Gatos Blvd., Ste. 208
Los Gatos, CA 95032
(408)356-6886
Jann Besson
Attorney at Law
Law Offices of Besson & Yarbrough
4984 El Camino Real, Suite 110
Los Altos, CA 94022
(650)864-9330
jann@besson-yarbrough.com
Richard H. Lambie
367 South Baywood Ave.
San Jose, CA 95128
(408)551-0212
richard@rhlambie.com
www.rhlambie.com
Robert Temmerman, Jr.
Attorney at Law
Temmerman, Cilley, & Kohlmann LLP
2502 Stevens Creek Blvd.
San Jose, CA 95128
(408)998-9500
rtemmerman@tcklawfirm.com
www.tcklawfirm.com
Raymond Sheffield
Attorney at Law
25 Metro Dr., Suite 600
San Jose, CA 95110
(408)920-2500
Alan Nobler
P.O. Box 20474
San Jose, CA 95160
(408) 323-2922
alan@nobler.com
www.nobler.com
Lamarr Baxter
Accuplan Benefit Services
9245 Laguna Springs Dr. #200
Elk Grove, CA 95758
(916)509-7271
lamarrbaxter@accuplan.net
www.accuplan.net
Hilary Martin, CFP
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2225
hilary@fwcg.net
www.fwcg.net
Bettie Baker Marshall
Attorney at Law
577 Salmar Avenue, Suite 120
Campbell, CA 95008
(408)874-0990
Bettie@bbm-law.com
John Olagues
413 Sauve Rd.
River Ridge, LA 70123
(504)305-4449
Stanley Zlotoff
300 South First St., Suite 215
San Jose, CA 95113
(408)287-5087
Karl-Heinz Lachnicht
Silicon Valley Law Group
25 Metro Dr., 6th Floor
San Jose, CA 95110
(408)573-5700
Tom Oviatt
Wymac Capital, Inc.
2700 Ygnacio Valley Rd., Suite 260
Walnut Creek, CA 94598
(925)937-4300
tomo@wymac.com
www.wymac.com
Jim Beall, Jr.
100 Paseo De San Antonio #300
San Jose, CA 95113
(408)282-8920
Geraldine Barry
San Jose Real Estate Investors Association
P.O. Box 90542
San Jose, CA 95109-3542
(408)264-3198
John Herzog
Valley Community Bank
1150 South Bascom Avenue, Suite 28
San Jose, CA 95128
(408)275-7150
David Kirsch
Attorney at Law
10 Almaden Blvd., Suiite 1250
San Jose, CA 95113
(408)298-5500
dkirsch@etaxlitigator.com
John F. Hopkins
Attorney at Law
Hopkins & Carley
P.O. Box 1469
San Jose, CA 95109
(408)286-9800
jhopkins@hopkinscarley.com
www.hopkinscarley.com
Steve Reiss, CPA
Berger Lewis Accountancy Corporation
55 Almaden Blvd., Suite 600
San Jose, CA 95113
(408)494-1200
sreiss@bergerlewis.com
www.bergerlewis.com
Michael Desmarais
Attorney at Law
16450 Los Gatos Blvd., Suite 208
Los Gatos, CA 95032
(408)356-6886
mgd@desmaraislaw.com
www.desmaraislaw.com
Michael Sipe
Investment Banker
Crosspointe Capital
2003 Gateway Place, Suite 500
San Jose, CA 95110
(408)295-4299
mike@crosspointecapital.com
www.crosspointecapital.com
Upcoming Guests
Our Host
Michael Gray, CPA
Michael Gray is author of The Real Estate Handbook, Executive Tax Planning for Employee Stock Options, and Secrets of Tax Planning for Employee Stock Options. You can purchase his books at Amazon.com or directly from Michael Gray by clicking on the title of the book.
Connect with him on Twitter at @michaelgraycpa, on Facebook, or on his website, www.taxtrimmers.com.
You can make a tax appointment with Michael Gray at (408)918-3162 on a Monday, Wednesday or Friday between 9am and 5pm, Pacific time.
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Wednesdays 4:30pm Channel 15 in San Jose and Campbell and streaming at www.creatvsj.org.
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