Campbell, CA (January 4, 2022) – Abbott, Stringham & Lynch (ASL), one of the largest local CPA firms in Silicon Valley, is proud to announce that Angel Nevis, CPA, has been promoted to Principal, Tax and Advisory; Jacen Dickman, CPA, has been promoted to Principal, Tax and Advisory; Jeff Faust, CVA, has been promoted to Principal, Valuation Services; and Mike Morales, CPA, has been promoted to Principal, Tax and Advisory, all effective January 1, 2022.
In making the announcement, Abbott, Stringham & Lynch’s Managing Partner, Carol Wagner, said “ASL is excited to add these professionals to our partner group. Their leadership and client service exemplify the core values of ASL.”
Angel Nevis, CPA, MST, has over 16 years of public accounting experience, focused in tax preparation and planning for high-net-worth individuals and their families.
Angel has extensive knowledge of estate, trust, and gift taxation. She enjoys working with executors, trustees, and their attorneys to navigate complex tax scenarios and meet their compliance needs. She takes pride in helping her clients achieve their wealth transfer goals, and in presenting ideas clearly and concisely. Angel has also developed significant expertise in split-interest trusts and charitable giving.
Angel holds a Bachelor’s Degree, with honors, in Economics with an emphasis in Finance and Accounting from Cal Poly, San Luis Obispo, and a Master’s Degree in Taxation from San Jose State University. In 2012, she was recognized as the Most Outstanding Graduating MST student.
“Over the past four decades, ASL has exemplified the highest standards of professionalism and expertise,” said Nevis. “It is an honor to be named a partner, and I am excited for the opportunity to contribute to the Firm’s bright future.”
Jacen Dickman, CPA, has over 22 years of public accounting and more than 6 years of industry accounting experience. Jacen specializes in working with high-net-worth individuals and closely-held businesses. In addition to individual and business tax services, Jacen assists his clients with IRS audit representation, monthly accounting, and a variety of tax and accounting consulting services.
Jacen’s accounting career started at a small public accounting firm in San Jose before moving into the private sector at a structural engineering firm where among his many accounting duties, he implemented a new accounting system and developed an in-house job costing system from a programmable database program. After several years, Jacen moved back into public accounting specializing in tax for businesses and high-net-worth individuals.
A graduate of the University of California at Berkeley, Jacen holds a Bachelor’s degree in Economics.
“I am thrilled to move into a Partner role at such a great Firm,” said Dickman. “I look forward to continuing to contribute to the excellence of the Firm and deliver our clients with super quality and service.”
Jeff Faust, CVA, has over 25 years of experience in the valuation of privately held companies for various purposes including: stock options grants (IRC § 409A), Employee Stock Ownership Plans (ESOPs), estate/gift, fundraising, mergers/acquisitions, and more. He has provided valuation expertise to owners/shareholders, trustees, management teams, investors and start-ups of all sizes and stages of development, and in a wide variety of industries including high-tech (software, hardware, SaaS, mobile, telecom, social media, cloud, AI, big data, etc.), manufacturing, construction, engineering, retail, bio-tech, pharma, agriculture and many more. His clients range from long-established companies and highly entrepreneurial ventures, to families and individuals.
Jeff has also has lectured around the world on business valuation theory and was one of the instructors for the Venture Capital Academy. He has qualified as an Expert Witness in Valuation in most of the counties in the Bay Area.
Jeff holds a Bachelor of Arts degree in Economics, from the University of California Los Angeles.
“I am honored to be joining such a strong and diverse leadership team,” said Faust. “I look forward to contributing to the growth and success of the Firm, our clients, and our employees for years to come.”
Mike Morales, CPA, MST, has over fifteen years of public accounting experience working with C and S corporations, partnerships, trusts, and high-net-worth individuals. He delivers efficient strategies to his clients to minimize their tax burden so they can concentrate on other aspects of their business. Mike has experience managing client engagements, tax compliance, and providing income tax planning advisory services.
Mike holds a Master’s of Science in Taxation and Bachelor of Science degree in Accounting, from San Jose State University.
“Thank you to the Partners, staff, and clients of ASL for all of your support,” said Morales. “It has been a privilege working for a Firm that values its employees and encourages professional growth. I am very excited to partner with the dynamic leadership team to achieve the best results for our clients.”
About Abbott, Stringham & Lynch
Founded in 1977, ASL offers a wealth of experience in delivering high quality services and specialties to its clients. The Firm works with both emerging and middle-market privately held businesses to enable them to thrive in their markets. The Firm partners with high-net-worth individuals – owners, founders, and executives – to help them protect and grow their wealth. ASL identifies untapped opportunities, challenges, and solutions, enabling clients to make the effective and timely decisions today that lead to a fuller and more secure tomorrow.
Designed to facilitate quality decisions, ASL’s services cover corporate tax planning and compliance, assurance and accounting, estate and gift tax planning, litigation support, succession planning, and valuation. The Firm’s services are contextualized by its specialties in real estate, construction, technology, international, family wealth and individual tax, emerging businesses, manufacturing and distribution, nonprofit organizations, renewable energy, and recreation and entertainment.