Say what you mean, and mean what you say.
What’s your role in the firm, and how do you make a difference?
I am a tax partner, leading the High Net Worth practice. I love working with entrepreneurs and business owners, saving them taxes, helping them manage their wealth. Most importantly, I value becoming a meaningful friend and adviser to my clients' families.
Who is/was the biggest influence in your business life and how did s/he shape who you’ve become?
Early on, I was lucky to have several mentors at Arthur Andersen. They were tax partners that taught me that being a trusted business and family adviser is much different than being a tax adviser. I learned to go beyond the obvious, and to find ways to become truly valuable in every aspect of the lives of my clients.
Describe the best thing about Green Hasson Janks and why it matters to you
The firm truly feels like family. The partners and employees all genuinely get along, respect one another, and help one another. That is invaluable, as it is the path to creating a firm culture that cannot be replicated.
What makes you get up in the morning, and how does it impact your work style?
Being able to help multiple generations of a family, by implementing our planning ideas, creates tremendous value for my clients. I can think of no other area where you can you influence the success of a business and a family, ensuring prosperity, wealth preservation and family harmony, for multiple generations. I am passionate about ensuring the success of my clients, both personally and professionally.
What issues in our community do you most care about, and how does it motivate you?
Secondary education. The U.Sn has lagged behind the rest of the world for too long. I have served on several Boards devoted to education.
If you could go back in time, what would you do differently and why
I would have been a professional baseball player. I unfortunately peaked as the Little League MVP at age 12, and curve balls and a lack of height were my demise. My best lesson was that I needed to focus on academics, another of my passions.
What/who influenced you to join the firm, and how?
Tom Barry and Akash Sehgal (and all the other partners). From the moment I met them on the phone, they gave me a warm and comfortable feeling, and convinced me that they truly needed me here and were supportive of this practice.
What is your proudest professional moment, and why?
Assisting a billionaire client with planning for his father, saving them over $50 million of taxes within a year of our involvement. But more importantly, seeing the direct impact this project had on FOUR generations of the family. The family peace and harmony that this project created for all of them was amazing, and made all the long hours worthwhile.
What is your favorite quote that best describes your professional philosophy?
Say what you mean, and mean what you say.
Where do you see the profession heading, and what innovations can we anticipate?
A continuing transformation into the digital world, eventually eliminating the need for tax returns and significant compliance services. We need to be more consultative in our profession, constantly looking for ways to help our clients in all areas of their lives.
If I weren’t an accountant/consultant, I’d be a __________________. Why?
Airline pilot. It was always my dad's dream to be an airline pilot, and he tried to get my brother and I to follow his dream. He was a Navy pilot, and always considered his career (an attorney like me) to be boring. Ironically, my younger sister ended up being an airline captain with a sparkling career in this field.
Gregory Wilder, CPA, PFS, tax attorney, has more than 35 years of experience in public accounting, providing tax services to a wide range of clients. He is the head of the Firm’s High Net Worth Tax Practice. He has extensive experience in business succession planning, estate and wealth planning, investment management, multi-family offices, partnerships, S-corporations, individual taxes, mergers and acquisitions, liquidation strategies, closely held businesses, cross-border clients, multi-state clients and risk management.
With a focus on providing income and estate planning strategies to private businesses and their owners, Gregory’s experience also includes evaluating and implementing tax-efficient alternative investment strategies for wealthy business owners, athletes and celebrities.
In 2004, Gregory was named one of the “Nation’s 100 Most Exclusive Wealth Advisors” by The Robb Report’s Worth Magazine, and he is the author of many articles for The Journal of Real Estate Taxation and The Florida Bar Journal. He is also a member of the American Bar Association, the Florida Bar, the American Academy of Attorney-Certified Public Accountants, the Association for Corporate Growth and Financial Executives International.
Prior to joining Green Hasson Janks in 2018, Gregory owned his own firm in Texas, as well as co-founded a technology start-up based in New York. Prior to that, he was a tax partner at several international accounting firms, including a Big Six accounting firm, a regional accounting firm in Texas and two international accounting firms in Georgia and Florida. He also has experience as a wealth manager and private banker.
Gregory holds a Master of Laws degree in Taxation from the University of Florida, Gainesville, and a Juris Doctor and Bachelors in Accounting from Stetson University.
Favorite place in the world:
Alaska. A close second would be Hawaii or Paris.
Too many to list...classic rock bands like Aerosmith, Journey, Springsteen, as well as many of the modern Country artists.
Favorite movie or book of all time:
Favorite Book: Undaunted Courage, Stephen Ambrose. Favorite Movie: Field of Dreams
One word that best describes me:
When I’m not working, you’ll catch me doing this:
Watching or attending sporting events. Music concerts. Playing bad golf.