Gregory L. Allison JD, CPA/PFS, CFP®

Greg focuses on estate and succession planning for business owners, executives, and high-net-worth individuals. He frequently advises clients in the automotive, oil and gas, transportation, construction and real estate industries. Greg also assists clients with researching, understanding and planning through complex tax issues impacted by multiple aspects of federal and state tax laws.

Greg is also responsible for the preparation of annual income tax returns for estates and trusts in addition to the preparation of gift tax returns, federal estate tax returns and state inheritance tax returns.

Education

J.D. - Duquesne University School of Law
B.S. - Actuarial Studies, Accounting and Business Administration, Thiel College

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—American and Pennsylvania Bar Associations

Member—The Pittsburgh Foundation Professional Advisory Council 

Treasurer—Board of Directors of Manchester Youth Development Center 

Do you have a hobby/personal passion? 
Hockey

What was the best advice you’ve ever received? 
We have two ears and one mouth for a reason. The importance of active listening cannot be overstated.

Who is your role model?
My maternal great-grandfather. It is a long story but I love sharing it.

What was your childhood dream?
To play in the NFL.

If you could go back in time, what advice would you give your college self? 
Relax and have no fear. You have so much up ahead. You should see your wife and kids!

People would be surprised to know that I…
I’m related to Abraham Lincoln (through a few marriages)

What is the best or most interesting thing about your career? 
To be able to meet, advise, and learn from so many types of people from so many industries and backgrounds.   

What was your first job? 
I stocked shelves at a local grocery store.

Do you have a “motto”? (spoken or unspoken)
I believe that life is 10% of what happens to us and 90% how we respond to it.

When you have an hour of free time, what do you like to do? 
Home improvement projects. 

Gregory L. Allison JD, CPA/PFS, CFP®

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big problem:
Hackers attempting a six-figure wire transfer.
big thinking:
Rapid action spearheaded active containment and response.

Shareholder Dan Desko is responsible for managing and leading a team of IT security professionals with diverse experiences, from former NSA cyber-operators, to data forensic pros and network hacking gurus.

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