Brad Gai

CPA / Audit Stockholder

Focus: 

Financial Statement Audit, Review, Compilation, & Agreed Upon Procedures  
Audit of Employee Benefit Plans  
Litigation Support/Expert Witness/Forensic Auditing  
Not-for-Profit Exemption Consulting/Audit/Tax Reporting  

Industry: 

Real Estate & Construction
Manufacturing & Construction  
Finance Companies
Not-for-Profit Organizations
Petroleum - Retail
Professional Service Firms

Credentials:

University of California, Berkeley Bachelors of Science Degree in Accounting, 1975  
CPA License, 1978  
Real Estate License, 2001  

Organizations:

California Society of Certified Public Accountants
American Institute of Certified Public Accountants
The Rotary Club of Alamo, Foundation Director and Board Member
Diablo Valley Estate Planning Council, Member
West Coast Children’s Clinic, Past Board Member & Treasurer
Colombo Club, Member

Experience:

Brad’s extensive accounting, audit and tax experience includes work for manufacturers, finance companies, truck dealerships, and mortgage and construction companies. He also specializes in employee benefit plans including Taft-Hartley Plans. Brad’s expertise has qualified him to serve as an expert witness regarding litigation support and forensic accounting matters. He is a member of the Diablo Valley Estate Planning Council and enjoys assisting clients through the estate planning process to ensure their plan meets their unique goals and objectives.