Brian D. Donnelly, M.S. (Tax), CPA
 
 
Education:
 
 
California State University Fullerton, Bachelor of Arts-Accounting 1983
Golden Gate University, Master of Science in Taxation 1992
 
CPA Designation: 1986
 
 
Experience:
 
 
Brian has been in public accounting for 25 years and a partner with White, Nelson & Co., LLP for 16 years. Brian’s expertise is in tax compliance, tax planning for closely held domestic companies, mergers and acquisitions. Brian also is actively involved in assisting our clients with Estate and Trust planning as well.
 
 
Professional Affiliations
 
 
Member, American Institute of Certified Public Accountants (AICPA) and member, California Society of Certified Public Accountants (CSCPA)
Member of the Estate Planning Committee of the CSCPA
Member of the Technologies Committee of the CSCPA
Prior Member of Orange County Estate Planning Council
Member of the Board of Directors for Orange County YMCA Metro (Since 1995)
Member of the Board of Directors for Orange County Bancorp and Centennial Bank
 
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