Contact Info
Glenn & Dawson, LLP
Leslie Dawson, CPA, ABV, CVA, CFF
323 Lennon Ln. 1st Floor
Walnut Creek, CA 94598
Phone: 925-945-7722
Fax: 925-932-1491
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Services
- General Business
- Probate
- Bankruptcy
- Business Valuation
- Family Law
- Business Management
- Audit, Accounting and Tax
Hours of Operation
Monday - Friday 8:30 - 5:00pmAbout Us
The world around us changes constantly and our company is an evolving organization. As a result our business has undergone many changes over the years. In 1975, our client base consisted of many small businesses. In 1975, most small businesses were still doing the “books” with paper & pencil. The introduction of the computer is just one example of how the needs of our clients have motivated our progress.
Our goals, however, remain:
1) Provide high quality accounting, auditing, tax, litigation and management advisory services to companies in our geographic area.
2) Service clients with outstanding business potential and to help each company reach its maximum poten¬tial through sound and efficient accounting, financial, and management advice
3) Be actively involved in professional, business, community, and civic affairs.
4) Offer close, personalized service on a timely basis.
Our areas of specialization
Forensic Accounting and Investigations
Many of our engagements require us to utilize our accounting and auditing skills as well as investigative skills to uncover the financial facts of a situation. This unique blend of skills requires continuing educational updates to stay abreast of recent developments. Requests for such services occur in all types of engagements.
Civil Litigation Support
Examining financial records to determine their accuracy for litigation purposes and, when necessary, providing expert testimony.
Unique situations that we have witnessed involved:
Construction Claims/Disputes
Law Firm Dissolutions
Probate Estates
Bankruptcy
Business Valuations
Business Valuations are a necessary or desirable service in many situations of need or adversity, and include the following types of engagements
Buy/Sell Agreements
Charitable Contributions
Estate and Gift Taxes
Financing Arrangements
Initial Public Offerings
Purchase or Sale of a Business
Succession Planning
Litigation, including:
Business Disruption
Dissenting Shareholder Actions
Divorce
Partner Disputes
Family Law Litigation Support
Family law cases often present complex issues and difficult discovery. We are able to work with attorneys in the following areas:
* Analysis of community and separate interests in stock options including their effect on income available for support and strategy for division of non employee’s community interest.
* Serve as joint or court appointed expert in property or support issues.
* Assistance in complicated discovery related to business or personal assets and liabilities.
* Analysis of complex financial situations preparatory to negotiated settlement or trial.
* Appraisal and valuation of businesses.
* Apportionment of separate property interest in community business (Pereira/Van Camp).
* Tracing community or separate claims to property or evaluating credits claimed.
* Search for undisclosed property.
* Evaluation of income levels for spousal support and related tax effects of spousal support.
* Evaluation of alternatives to retain or dispose of business or personal assets.
* Analysis of income tax consequences associated with property or support.
Tax
The ever-evolving tax laws, new clients, and many of our returning clients continue to keep us challenged in the tax arena.
Select tax engagements include:
Probate
Gift Tax
Multi-State
Ex-Pat
Tax Planning during Divorce
Tax Issues after Divorce
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Our Credentials
Donald A. Glenn, CPA/ABV, CVA, CFE
Donald A. Glenn is a Certified Public Accountant, Accredited in Business Valuation by the American Institute of Certified Public Accountants, Certified Fraud Examiner and Certified Valuation Analyst with over 30 years experience. He is frequently a court-appointed expert in California Superior and Federal Bankruptcy Courts.
Mr. Glenn was the founding chair of the California Society of CPA’s Family Law Section and author of the California Society of CPA’s Family Law Workshop course. He is a member of the national standards committee of the National Association of Certified Valuation Analysts, and has served on the national board of directors of the Institute of Management Accountants and the state board of directors of the California Society of CPAs. Mr. Glenn also served on the technical review panel and as an expert for the California Board of Accountancy.
Mr. Glenn is a nationally known lecturer to judges, attorneys, CPAs and other groups on forensic accounting. He has authored the AICPA’s Forensic Accounting for Divorce Engagements: A Practical Guide, 2nd Edition, Litigation Services Handbook (co-author), as well as numerous articles.
He was the first recipient of the California Society of CPAs’ Family Law Section’s “Distinguished Service Award” for his contributions to forensic accounting.
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Leslie O. Dawson, CPA/ABV, CVA
Leslie O. Dawson is a Certified Public Accountant, Accredited by the American Institute of CPAs in Business Valuation and a Certified Valuation Analyst. She received her Master of Science in Taxation degree from Golden Gate University and has twenty five years accounting experience. She has been appointed Court’s Expert in California Superior Courts
Ms. Dawson is the current chair of the California Society of CPA’s Family Law Section and has served as chair of the Statewide Family Law Conference. She served as the East Bay Chapter Director and as past chair of the East Bay Litigation Services Committee.
Ms. Dawson has lectured to judges, attorneys, CPAs and other groups on tax and forensic accounting and has authored numerous articles.
