Robert G. Wallace, Shareholder
CPA/ABV, ASA, JD, CBA

 

Phone: (916) 648-9838
Email: rwallace@wallaceval.com

Academic & Professional Credentials

  • CPA – Certified Public Accountant, 1978
  • ABV – Accredited in Business Valuation, American Institute of CPAs, 2004
  • ASA – Accredited Senior Appraiser, American Society of Appraisers, 1998
  • J.D. – McGeorge School of Law, 1980; admitted to the State Bar of California, 1981
  • B.S. – Economics, Arizona State University, 1972

Brief Outline of Experience

Mr. Wallace is the managing shareholder of Wallace Valuation Advisors, which provides financial services, including business valuation services, to clients and attorneys in connection with family law matters, civil litigation, and federal estate and gift tax matters.  Wallace Valuation Advisors has been providing such services since 1985.

Mr. Wallace has testified on civil litigation and family law matters in Sacramento County, Placer County, El Dorado County, Marin County, Stanislaus County, San Joaquin County, and Kern County, among others.

Mr. Wallace holds several credentials in business valuation, including the Accredited in Business Valuation (“ABV”) with the American Institute of Certified Public Accountants, and the Accredited Senior Appraiser (“ASA”) with the American Society of Appraisers.  He has valued businesses in a variety of businesses and industries including agri-business, health care, professional service, manufacturing, distribution and high tech.

In connection with family law matters, Mr. Wallace has performed business valuations, Pereira Van Camp apportionment analyses, income determination for support purposes, tracings, and other financial and accounting services associated with marital dissolutions.

Position and Experience

  • Wallace Valuation Advisors, Inc.: Shareholder, 1985 to current date
  • Touche Ross & Co. (Currently Deloitte): 1976 to 1985
    Managing Partner, 1983 to 1985
  • Internal Revenue Service:
    Tax Auditor, 1973 to 1976

Professional Affiliations

  • California Society of Certified Public Accountants
    Chairman, Financial Symposium (2010 and 2011)
    Past Chairman, Business Valuation Section
    Past Member, State Litigation Section Steering Committee
    Past Chairman, Ethics and Litigation Committees (Sacramento Chapter)
    Past Board Member (Sacramento Chapter)
  • American Society of Appraisers (ASA), Past Vice President, Past Board Member (Sacramento Chapter)
  • American Institute of Certified Public Accountants
  • State Bar of California, Inactive Status