Partner and Shareholder, Squire & Company, PC
July 2018 – Present
Provide income and estate tax planning and preparation services for individuals, families, and privately-owned companies. Special expertise in trust tax and estate tax planning and compliance services
President and Shareholder, Pinnock, Robbins, Posey & Richins, PC
August 2000– June 2018, Salt Lake City, Utah
Provided income and estate tax planning and preparation services for individuals, families, and privately-owned companies. Special expertise in trust tax and estate tax planning and compliance services. Independent advice regarding financial planning, retirement planning and stock options analysis.
September 1998– June 2000, Salt Lake City, Utah
Provided income tax, estate tax, and financial planning advice to high income, high net worth, and business owner clients of the Private Bank.
Director of Tax with KPMG
July 1983– August 1998, Salt Lake City, Utah
Provided advice regarding income tax and estate tax reduction strategies and tax return preparation services for individuals, families, and businesses.
Income tax planning and tax return preparation for individuals and businesses.
Estate tax and trust tax planning and tax return preparation.
Independent financial planning and retirement sufficiency analysis.
Compensatory stock option planning.
Tax planning and analysis for the sale or purchase of a business or major asset.
Professional Affiliations and Activities:
Salt Lake Estate Planning Council
Served as president and in other positions for seven years. Responsible for managing the leading estate planning professional educational organization in Utah.
Financial Planning Association
Utah Chapter. Past president and chairman wherein I was responsible for the running of the local chapter whose membership is drawn from multiple professional disciplines involved in the financial planning process.
Utah Association of Certified Public Accountants
Volunteered for three years and served as committee co-chairman to organize the two-day annual Tax Symposium.
Education and Certifications
- Masters of Accountancy (Taxation), cum laude, Brigham Young University, April 1983
- Certified Public Accountant
I enjoy using my skills, talents, and experiences to help people achieve their personal and business financial objectives. My personal goal is to be one of the best income tax and estate tax advisors in the marketplace and to be responsive to my clients’ needs.