C&D - Key Persons
Job Titles:
- Estate & Trust Specialist
Job Titles:
- Member of the Professional Team
- Senior Associate
Job Titles:
- Associate
- Member of the Professional Team
Job Titles:
- Associate
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- Senior Associate
Job Titles:
- Director of Operations
- Member of the Administrative Team
Job Titles:
- Accounting Services Manager
Job Titles:
- Member of the Administrative Team
- Front Desk Coordinator
Job Titles:
- Member of the Administrative Team
- Firm Finance Specialist
Job Titles:
- Associate
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- Retired Partner, of Counsel
Kyle joined C&D in 2009 after graduating from California Polytechnic State University, San Luis Obispo where he earned his BS in Business Administration with a concentration in Accounting.
In 2022 Kyle became a partner at C&D. He has broad experience in tax compliance and planning for high net worth individuals, estates and trusts, real estate, and closely held businesses. He also has extensive experience in representation before the IRS and state tax authorities as well as consulting, planning, and compliance matters affecting family-owned businesses in the food and beverage industry.
Always keen to share his insights and expertise with the community, Kyle has been a guest speaker on several occasions for real estate professionals throughout Santa Barbara County regarding property dispositions and related tax issues. In addition, he has been a guest lecturer within the Cal Poly Master's program and strongly supports the firm's college recruiting efforts. Kyle is an excellent mentor and well-respected leader at the firm.
Kyle resides in Los Alamos with his fiancée, Judith. In his free time, he loves cooking, spending time outdoors as an avid hunter/fisherman, and enjoying the company of family and friends.
Job Titles:
- Member of the Administrative Team
- Office Manager
Job Titles:
- Associate
- Member of the Professional Team
Job Titles:
- Leader
- Managing Partner
- MAcc
Matt is a committed leader to our firm, clients and community. He is dedicated to creating an environment of technical experience and staff professional growth allowing us to best service our clients for both the present and future.
Matt specializes in business and individual taxation and the interrelationship with closely held business entities. He has extensive experience with real estate taxation, including 1031 exchange transactions. He's always looking for creative ways to improve our client's tax situation. Matt's understanding of the intricate tax laws and how to use them to improve a situation or find a better solution makes him an ideal partner and member of the C&D team.
After Matt graduated from BYU with a Master in Accountancy he landed his first job with PriceWaterhouseCoopers and joined C&D in 2008 as a partner.
In addition to enjoying his work with a variety of clients, Matt is devoted to his family and is always ready to tell you about his kids' newest adventures. Matt has been a Valley resident for over 25 years. He enjoys playing golf and is an enthusiastic volunteer in the area.
Job Titles:
- Member of the Administrative Team
- Administrative Professional
Job Titles:
- Member of the Professional Team
- Senior Associate
Job Titles:
- Member of the Administrative Team
- Network Coordinator
Job Titles:
- Executive Assistant
- Member of the Administrative Team
Job Titles:
- Associate
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- Retired Partner, of Counsel