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Vincent A. Fortunato, CPA With more than 20 years experience as a practicing CPA, Mr. Fortunato specializes in complex financial advisory and tax planning services for high net worth individuals and their closely held companies, and comprehensive estate and family succession planning. He has acted as an outside CFO for a number of companies in the Bay Area which has enhanced his in-depth understanding of the practical workings of corporate systems and the need to shape financial information in a manner useful for management, investors, institutions and markets.Mr. Fortunato’s expertise includes strategies to minimize the tax associated with sale or exchange of companies and their underlying real estate holdings. He is one of twelve Certified Exit Planning Advisors practicing in California and one of only 150 practicing worldwide. |
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