Alan L. Olsen, CPA, MBA(tax)
Alan L. Olsen, CPA, MBA (Tax)
Managing Partner
Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams.
Alan’s CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO’s affluent CPA core competency is advising High Net Worth individual clients in tax and financial strategies.
Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s goal is to improve long-term economic policy.
Alan has more than 25 years of experience in public accounting and develops innovative financial strategies for business enterprises.
Alan also serves on President Kim Clark’s BYU-Idaho Advancement council. (President Clark lead the Harvard Business School programs for 30 years prior to joining BYU-Idaho.
As a specialist in income tax, Alan frequently lectures and writes articles about tax issues for professional organizations and community groups. He also teaches accounting as a member of the adjunct faculty at Ohlone College.
Testimonials for Alan Olsen:
“Alan’s experience in stock options and tax planning has saved us a significant amount of time and money over the years. His technical knowledge and skills are invaluable!”
-Kamshal & Pawan Agrawal
Cisco Corporation
“Alan provides practical solutions to complex financial situations. He and his team take the time to understand your complete financial situation in order to provide you with truly innovative solutions. I know that my future and my family are in safe hands.”
-Charles Roberts
Former CEO/Founder PrimeCredit
“Alan and his team at GROCO provide me financial peace of mind which helps me sleep well at night.”
-Murat Sonmez
TIBCO Corporation
“I rely on Alan for my tax planning.”
-John Fisher
Draper, Fisher, Jurvetson
“Alan and GROCO are an integral part of my financial team.”
-Joe Lacob
Kleiner, Perkins, Caufield & Byers
“Thank you, Alan, for serving as our family financial advisor.”
-Harry L. Crosby III
Son of Bing Crosby
“Perhaps the true reward of giving to the community is when you inspire others. Consider me as one person you have inspired, Alan.”
-Stephen Meade
California Bank and Trust
We hope you found this article about “Alan L. Olsen, CPA, MBA(tax)” helpful. If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact us or visit our Family office page or website www.GROCO.com.
To receive our free newsletter, contact us here.
Subscribe our YouTube Channel for more updates.
Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.
Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.
The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.
They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..
American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:
Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…
MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness. It’s mission statement:
In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.
Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.
Small Businesses, Bite a Chunk Out of Your Taxes!
Small Businesses, Bite a Chunk Out of Your Taxes! A tax savvy entrepreneur like yourself probably knows that maximizing your deductible business expenses lowers your taxable profit. After all it is how much money you have left in your pocket that sometimes matter. Here are some deductions which may help you take a bite out…
Tax Strategies for the Wealthy: Qualified Personal Residence Trust (QPRT)
Tax Strategies for the Wealthy: Qualified Personal Residence Trust (QPRT) Wealth management is an important issue for those with substantial assets to protect. Many people incorrectly assume that their estates will escape federal estate tax as a result of underestimating what their principal residence will be worth when they die. Often, our homes are our…
Making Your Medical Deductions Count
Making Your Medical Deductions Count April 15th is almost here and if you are owing tax it may pay to take a second look at that return to see if you claimed all medical deductions you are entitled to. Your diligence in keeping track of expenses will pay off. IRS Publication 502 has a complete listing…
GROCO Warns of Common Tax Filing Mistakes
GROCO Warns of Common Tax Filing Mistakes Tax return anxiety is on the rise as the federal tax filing date looms. The prospect of filing an erroneous return increases as more rely on tax software to help prepare their returns. For the week ending March 28, more than 10,000 electronic returns were filed from home…