Andersen Global
Lance Bernard is a director in Andersen’s Private Client Services practice. He provides tax compliance and consulting services to ultra high net worth individuals and families, with a focus on wealth transfer, income tax planning, equity-based compensation, qualified small business stock (QSBS), real estate, charitable planning, and private equity.
Lance has been with Andersen for over eight years and works closely with clients to develop strategies aligned with their financial and personal goals.
Location
San Francisco, CA, United States
Education
- Golden Gate University, BS (Business Administration with an Accounting Concentration)
Affiliations
- American Institute of Certified Public Accountants