Partner

Scott Schwartz, CEP

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Bio

Meet Scott

Scott has more than 10 years of experience in accounting and consulting. As a partner in Armanino's CFO Advisory practice, he helps privately held, pre-IPO and public companies handle a wide array of complex transactions, including equity compensation challenges, business valuation needs and technical accounting issues.

Scott is a Certified Equity Professional and a member of the National Association for Stock Plan Professionals and the American Institute of Certified Public Accountants. He attended the University of Denver, where he earned an MBA and a bachelor's degree in finance, accounting and economics.

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Experience

Professional History

Associations

  • American Institute of Certified Public Accountants
  • National Association of Stock Plan Professionals (NASPP)
  • Certified Equity Professional Institute (CEPI)

Community

  • Board of Street Soccer USA – Bay Area Chapter
  • Volunteer - Project Open Hand

Education

  • University of Denver

Experience

  • IBG Business Services
    Janco Partners

Speaking Engagements

  • "Preparing for and Working With Your Auditor” - Certent Summit 2015
  • “Cap Table Management and Analytics” - Certent Summit 2015
  • “The Partner Advantage for Private Companies” - Solium Synergy 2017
Q&A
Q. What was it that drew you to Armanino?
There's a real entrepreneurial spirit at Armanino that has given me an opportunity to get involved in different industries and services. I get to work with great people, I've had influential mentors, and we are trusted business advisors to our clients.
Q. Make a prediction, describe your vision of the business future.
I expect to see a shift in the market as we incorporate artificial intelligence and robotics to handle repetitive tasks. I don't think it's about replacing people, but rather freeing them up to do higher-level thinking.
Q. What law or regulation in the accounting industry would you like to see changed?
Tax regulations related to the exercise of illiquid stock options are very complex. There's the 83(i) provision in the tax code that tries to ease the tax burden on employees who receive equity in private companies, but there are a lot of hoops to jump through. I’d like to see changes that allow you to exercise stock options and have them taxed completely at sale instead of at exercise. By doing this, you’d eliminate the difference between ISOs and NSOs, which would simplify things.
Q. What keeps you up at night?
I spend a lot of time thinking about how we can anticipate the challenges that are going to affect our clients. Is something coming down the pipeline from an industry perspective that is going to be an issue? As their business grows and changes, are we giving them the right support to facilitate their success? I want to make sure we can provide solutions for our clients that add value and open up opportunities for their growth.
Q. Describe your work style.
I am high-energy and intellectually curious. When issues arise or employees ask questions, I try to ask more questions. I like to empower our team to exercise an analytical approach to identify solutions to problems, because it allows for growth. I love to learn and I want to impart that to our team. I have learned a lot in my career, and what I've learned has benefitted our clients and our people. I strive to be a life-long learner.
Q. Who is (or was) the most influential person in your life
My parents have been extremely influential to me. They own a small business, and set a great example by always working hard. Growing up in that environment really sparked my interest in the business world and started me down my career path. My wife sets an amazing example of being a selfless person and viewing the world from the perspective of others.
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Industries Served
Scott's Thought Leadership
Blog articles
Article
The impact of the current global pandemic is being felt by every organization. Whether it’s a business being disrupted ...
Case Studies
Case Study
Leading cybersecurity company selects Certent and Armanino to streamline equity management for compliance and accelerat...
Blog articles
Article
Stock repurchases have skyrocketed in recent years, and these transactions have become a political hot button. Some sta...