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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.

Gregory A. French

CPA, Partner 

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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.

Brian J. Shepley

CPA, Partner

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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

Lisa M. Strong

CPA, Partner

Leadership