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Gregory A. French

CPA, Partner 

B.S., Business Administration, Accounting Concentration, Towson University, cum laude

M.B.A., University of Baltimore

 

Greg has over 35 years of experience with local, regional, and national accounting firms.

 

Specialties include:

  • Health Care, including physician practices, surgery centers, compliance services, mergers and acquisitions, operational planning, management, and partnership issues.

  • Service industries, including tax and financial planning for closely held businesses.

  • Commercial and residential real estate developers and owners.

  • Taxation, including tax planning, financial and estate planning for high net worth individuals

  • Return preparation, planning and structuring for new businesses.

  • Mergers and acquisitions, strategic alliances, joint venture and affiliation agreements.

  • Family office services for high net worth families.

 

Memberships and Affiliations:

  • American Institute of Certified Public Accountants (AICPA)

  • Maryland Association of Certified Public Accountants (MACPA)

  • Treasurer of the Baltimore Public Markets Corporation and board member of Lexington Market

  • Community Outreach Coordinator for the Lutherville Timonium Recreation Council Soccer Program.

  • Program Coordinator for Baltimore City Youth Soccer Program.

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Brian J. Shepley

CPA, Partner

B.S., Computer Accounting, Stevenson University, cum laude

M.B.A., Loyola University of Maryland

Brian has over 18 years of public accounting experience in local, regional, and national organizations.

Specialties Include:

  • Tax planning and compliance for commercial and residential real estate owners

  • Tax planning and compliance for closely held businesses in service industries

  • Tax planning, research and compliance for high net wealth individuals

  • Estate and gift tax planning

  • Partnership planning and structuring

  • Financial education of younger generation family members

 

Memberships and Affiliations:

  • Member of the American Institute of Certified Public Accountants (AICPA)

  • Member of the Maryland Association of Certified Public Accountants (MACPA)

  • Member of the National Association of Industrial and Office Properties (NAIOP)

  • Active coach for various youth soccer teams.

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Lisa M. Strong

CPA, Partner

University of Maryland, Baltimore County- Bachelor of Arts, Economics with a Certificate in Accounting

 

Lisa has over 30 years experience as a Certified Public Accountant.

Specialties Include:

  • Trust tax planning, research and compliance

  • Planned charitable giving strategies

  • Tax planning and compliance for private family foundations

  • Estate and gift tax planning

  • Tax planning, research and compliance for high net worth individuals

  • Financial education of younger generation family members

 

Memberships and Affiliations:

  • Member of American Institute of Certified Public Accountants (AICPA)

  • Member of Maryland Association of Certified Public Accountants (MACPA)

  • Member of Baltimore Estate Planning Council

  • Former member Board of Directors and Finance Committee - Boys Hope Girls Hope Baltimore

Leadership