Alan G. Erickson CPA

Director of Investment Research, Partner

Alan brings 11 years of experience with an international CPA firm serving private and publicly held companies in the Bay Area, and along the Wasatch Front. His primary focus has been on tax compliance and tax consulting services in the real estate industry for multi-tiered partnership and S-corporation structures. He also has experience providing federal, state and local, and international tax compliance and consulting services to corporations and individuals. Industries served in addition to real estate include technology, construction, professional sports, professional services and manufacturing.

In 2001, Alan earned a B.S. in accounting and a Masters of Accountancy degree with an emphasis in Tax from Brigham Young University. Alan has also obtained his FINRA Series 65 license.

Alan is a member of the American Institute of Certified Public Accountants, and the Utah Association of Certified Public Accountants. Alan enjoys camping, hiking, fishing, sports, and various other activities with his family. Alan currently resides in Holladay, Utah with his wife and 4 children.