Nickolas P. Tooliatos
Major General, United States Army Retired

Partner

Nick started his career as a Tax Attorney with Touche Ross & Company (now Deloitte), a major international accounting and consulting firm. He did extensive individual, corporate, and estate tax planning for owners and key executives in start-up high-tech companies. Since joining the firm in 1987, his practice has emphasized individual, partnership, and corporate taxation, estate planning, probate and business law and planning.

He is a Certified Specialist in Probate, Estate Planning and Trust Law. He has worked extensively with emerging closely-held businesses in the Silicon Valley, dealing with matters ranging from choice of business form, compensation and capitalization to the intricacies of tax planning. He has extensive experience in real estate transactions, including acquisitions, exchanges and leases. Nick limits his litigation to complex civil and criminal tax matters and probate and trust issues. Over the past thirty years, he has tried and settled several cases saving taxpayers in excess of $30 million.


Education

University of Santa Clara School of Law (J.D., 1983)

United States Army War College (Master's Degree, Strategic Studies, 2002)

University of Santa Clara (B.S., cum laude, 1980)


Memberships

Nick was admitted to practice law in 1983, and to the U.S. Tax Court in 1984. He is a member of the Contra Costa County Bar Association, a Past President and Director of the Tri-Valley Estate Planning Council, and has been listed in Who's Who in American Law, 6th ed. He was a Major General in the United States Army Reserve where he last commanded the 63d Regional Support Command. He was mobilized three times since 9/11, including deployments to Iraq, Afghanistan, and Kuwait.