Barry D. Green, CPA

Accounting & Tax

About

California CPA #39053 since 1983, Barry D. Green, CPA operates a Point Loma practice near Sunset Cliffs on Scott Street with a Master in Taxation from Golden Gate University. The firm's trust and estate tax-return preparation runs parallel to the succession-planning counsel at Point Loma Estate Planning Law, APC, where revocable-trust funding decisions carry direct income-tax consequences. A 1978 San Diego State University accounting graduate, Green covers individual 1040 filings, S-corp and partnership returns, and quarterly estimated-tax calculations. Business-sale advisory engagements model the capital-gains exposure across installment-sale and stock-versus-asset structures, analysis that informs the portfolio-rebalancing guidance at Hall Private Wealth Advisors when sale proceeds enter a client's investment accounts. The practice handles its most complex work on multi-year disposition strategies for closely held companies with depreciated real-property assets.

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