Real Estate

• Tax Strategies for the Wealthy: Qualified Personal Residence Trust (QPRT)
• Top Ten Real Estate Tax Breaks for the homeowner or investor
• Avoiding Real Estate Tax Revaluations
• Income Tax Deferral for Real Estate Investors

Small Business

• How to Recession Proof Your Small Business
• Who Benefits Under the Economic Stimulus Plan of 2008
• Lending Money to Your Corporation
• Section 1244: Small Business Stock Sales

Venture Capital

• Venture Capital Financing: Structure and Pricing
• Recent Trends in the Venture Capital Community
• Private Equity and Venture Capital Financing Structures
• Defining the First Six Stages of a Business in the Venture Capital World

Inheritance

• Effective Uses of Trusts in Estate and Gift Tax Planning
• GRATs and GRUTs: Shifting Assets Within the Family
• Transferring the Family Home to Your Children
• Gifts to Grandchildren: Generation Skipping Transfer Tax

Alan Olsen Managing Partner

Greenstein, Rogoff, Olsen & Co. (GROCO) is the financial advisor to the venture capitalists who helped build companies such as Google, Skype, America Online, Oracle, Sun Microsystems, Compaq, Macromedia, eBay, and Genentech.

GROCO is the trusted advisor to many of the most successful entrepreneurs and consistently ranks as one of the top accounting firms in the Bay Area. Our firm provides consulting services to high net-worth individuals, closely-held businesses, and has special expertise in providing accounting services to many of the leading venture capital partners in the Silicon Valley.