Gregoire Calegari

Gregoire Calegari graduated from St. Patrick's College with a BA in philosophy, and from UCLA with an MBA. He worked first, for two years, as a senior accountant for Deloitte & Touche, before joining his father's firm in 1965.

One of Greg's fortes is his ability to develop sophisticated tax deferred retirement plans for closely held corporations and their owners. He also takes care of a number of well-known fine artists, helping these world-renowned painters and sculptors with tax issues as well as estate planning. Greg regularly works with his clients' attorneys and other business advisors as part of an integrated team.

In working with his clients, Greg too follows a proactive philosophy; it's an excellent way, he feels, to make good use of the firm's outstanding resources. Greg recalls a client who was anxious to support a local secondary school by making a large charitable gift of low-basis securities. Greg and his team at Calegari & Morris introduced this client to a charitable gift fund operated by a major financial institution. His client could then make a gift to the "fund," which would disperse the money to the school over several years. By thinking ahead, Greg created a win-win situation: the client met his gifting objectives while generating a large current and useful tax deduction.

Greg Calegari on Calegari & Morris:

"We don't have a big ego here; we have a big goal: we want our clients to receive the very best advice possible. Fortunately, we have ready access to San Francisco's best and brightest tax, legal, and financial experts. If I feel that one of our associates with a particular specialty can help my client, I don't hesitate to recommend him or her to that client. With the right advice, our clients meet their goals, which is our goal. Client satisfaction makes my work personally rewarding: it draws new clients to the firm and ensures that we remain the best boutique tax planning firm in San Francisco!"