Jeffrey Hipshman, CPA
Jeffrey Hipshman specializes in family wealth planning for the high net worth individual, as well as business and tax planning for the closely held business and its owners. His expertise in this regard includes estate planning and retirement planning for individuals, as well as numerous business services such as evaluation and design of internal accounting systems; review and evaluation of internal financial controls; tax minimization strategies; planning and structuring for complex business/personal transactions; consulting for business formations, liquidations and dispositions, mergers and acquisitions, and reorganizations; working capital/cash flow management; and assistance with debt or equity financing.
Upon graduation, Jeff joined the accounting staff of a national accounting firm, gaining two years of experience in auditing and tax work. He became associated with HMWC in 1982, advancing to partner in 1989.
Jeff has worked with companies in a wide variety of industries, including service, retail, manufacturing, and real estate. Businesses range in size from start-ups to those with thousands of employees and hundreds of millions in revenue. Jeff frequently lectures on estate planning. He is considered a resource for various periodicals and local television programs.
Jeff received his B.S. in Accounting from San Diego State University.
- Blind Children’s Learning Center, board member
- Dana Point Marine Institute, board member