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Jack Welkley

CPA/President at Welkley & Tucker Inc.

Jack Welkley is a Certified Public Accountant (CPA) and the Owner/President of Welkley & Tucker Inc., a public accounting firm located in San Jose, California.1 He specializes in estate and trust planning and administration, retirement planning, and corporate option planning.1

Welkley has an extensive career in accounting, spanning over five decades:

  1. He began his career in the tax departments of three major accounting firms, now part of the "Big 4".1
  2. He was initially certified in New York State and later in California.1
  3. Welkley earned a Bachelor of Science degree in Accounting from Utica College of Syracuse University.1
  4. He later obtained a Master's degree in Taxation from Golden Gate University.1

Notable achievements and expertise:

  • Named one of the top tax practitioners in the country by Money magazine in 1987.1
  • Completed the California Society of CPA's Estate Planning Certificate Program.1
  • Served as Past President of the Santa Clara County Estate Planning Council, a group of over 150 estate planning professionals.1

With over 20 years of experience, Welkley has developed expertise in specialty areas such as estate planning, retirement planning, and stock option planning.1

Related Questions

What are some notable projects Jack Welkley has worked on at Welkley & Tucker Inc?
How did Jack Welkley transition from Big 4 firms to starting his own practice?
What specific estate and trust planning strategies does Jack Welkley specialize in?
Can you provide examples of Jack Welkley's achievements in retirement planning?
What is the history behind Welkley & Tucker Inc?
Jack Welkley
Jack Welkley, photo 1
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Location

San Jose, California