Or Pikary Senior Manager

Pikary, Or Website.png

Or has been providing tax and financial planning solutions to clients since 2012. He has an extensive expertise serving businesses and their owners, executives, entertainers, and families.

Or’s experience involves all aspects of business and individual tax advisory services, including development and implementation of tax planning strategies, entity structuring, succession planning, estate tax planning, and executive compensation and stock option planning. He is frequently sought after as a tax expert in the national finance media and has been featured in publications such as Barron’s, Wealthfront, and CNBC.

He remains active in his community in various capacities including as a passionate advocate for advancing financial literacy and volunteer at Junior Achievement. He is also a board member at the Jewish National Fund (JNF). Or was also recently named to the 2020 class of CPA Practice Advisor's 40 Under 40 Awards.

Or received his Bachelor of Science and Master of Accounting from Yeshiva University.

Industry Expertise

Technology & Media
High Net-Worth Individuals and Families
Athletes & Entertainers
Executives

Manufacturing & Distribution
Estate & Retirement Planning
Wealth Preservation

Service Specialties

Executive Compensation & Stock Option Planning
Tax Compliance & Planning

Estate Planning
Succession Planning

Licenses & Certifications

Certified Public Accountant – California (CPA)

Chartered Global Management Accountant (CGMA)

Memberships

American Institute of Certified Public Accountants (AICPA)
California State Society of Certified Public Accountants

CalCPA Financial Literacy Committee
Jewish National Fund (Board Member)