Martin Belak-Berger, CPA

PRINCIPAL - TAX

Martin first started his career in public accounting with Block, Good, and Gagerman in 1984 after serving as a technical support supervisor at CCH Computax, now known as Pro Systems FX.

He was brought in to Block, Good, and Gagerman to help streamline the computer aspects of their tax practice as well as work on some of the more complex partnership tax returns. The firm separated in 1987, and Martin continued with a successor firm, Good, Gagerman, and Berns. After several years as a Tax Manager, he returned to Block, Plant, and Eisner as a Tax Manager in 1989 and was promoted to Tax Partner in 1992.

His areas of expertise are centered around helping the owners of closely-held businesses successfully navigate the financial and tax hurdles in an ever-increasingly complex environment. He partners with his clients to facilitate successful tax strategies to maximize after-tax returns. This includes significant expertise in owning and operating real estate, maximizing tax incentives, and searching for opportunities in the tax code.

Martin also advises clients throughout the entire business cycle. He assists in picking the proper form of doing business upon startup, acquiring new businesses, and finding the proper exit strategies. This includes both structuring an estate plan to minimize estate taxes and structuring the sale of the business.

Education

• Bachelor’s Degree in Finance, University of Arizona

Professional Affiliations

• AICPA
• CalCPA

Extracurricular Activities

• Involved in youth sports serving as both a coach and a President of a large local soccer club
• Enjoys skiing, golf, soccer, and travel