Geoffrey C. Given focuses his efforts on providing Tax, Estate Planning, Business Management and Trust Administration services to individuals and closely held businesses throughout Southern California. Representative individual income tax clients range from simple individual income tax returns to private equity investors and families with multiple entities, complex pass-through investments and multistate filings. The firm also handles income tax and estate planning matters for closely held business and real estate partnerships. The firm provides a number of individuals and estates with business management and trust administration services including estate planning, bill pay, monitoring of investment performance, buying/selling houses/cars/insurance, managing household employees and caretakers, payroll tax services, property tax services and more.
Prior to joining Given & Company in 2002, Geoff worked for Deloitte in Orange County, California. While at Deloitte, Geoff provided state income tax planning and controversy services for multi-state public corporations throughout the Southwestern United States. During his tenure at Deloitte, he successfully implemented a corporate restructuring for a national retail chain resulting in $1 million in annual tax savings. In addition, he played a vital role consulting a multi-state client to achieve one-time state income tax savings in excess of $50 million. He also represented large insurance companies before the California Franchise Tax Board on controversy matters.
Prior to joining Deloitte, Geoff worked for KPMG, where he restructured a public national transportation company and a public financial services company, both resulting in over $1 million in annual income tax savings.
Geoff is a graduate of the University of California, San Diego. He received both his J.D. and his L.L.M. in Taxation from the University of San Diego, School of Law in 1997. He is a licensed member of the State Bar of California. Other affiliations include the Tax Section of the State Bar of California, the California Society of CPA’s – Estate Planning Section, and the Practicewise Network. Geoff is actively involved in the community and has served on the Board of Naturebridge from 2005 to the present. From 2009 through 2016, he was chairman of NatureBridge’s Southern California Regional Board.
Geoff resides in Pacific Palisades, California with his wife, Synthia, and his two daughters, Carlie and Harper. Out of the office, Geoff can be found hiking with his family in the Santa Monica Mountains or playing golf.