Kris Toscano

Kris started his financial services career in 1991, when he worked as a bookkeeper and PC consultant at O. Ray Sheets Accountancy Corp (ORSAC). In 1994, he earned his CPA certification, and began a colorful journey that included becoming a partner in ORSAC with the original owner, selling the partnership back, working as a consultant, working in commercial real estate and assuming the role of controller for a property management company. In 2011, he returned to private accounting and began managing a family’s firm, and in 2014, that firm merged with Hayashi Wayland. Kris is now the Partner in Charge of the Estate & Trust Group.

Kris specializes in:
Estates and trusts.

He is known for:
Being relentless in his pursuit to prepare work correctly for clients, help families structure their estate plans, and minimize their tax liability.

He works with:
High-net-worth individuals.

His best capabilities are:
Being organized, responsible and having the ability to find common ground when families are mired in differences.

What Kris enjoys most about his job:
Three aspects of work give Kris tremendous satisfaction. With annual tax work, it’s knowing the tax obligation is fair. “Knowing my clients didn’t pay any more tax than they were legally responsible to pay provides me great pleasure.” With estate and trust work, it’s providing clients the best possible service and outcome they deserve. And with estates, it’s the knowledge that clients have peace of mind that their affairs are in order now and in the future, when they are no longer alive.

Community-minded:
Kris loves the Monterey Peninsula, and enjoys serving the community. His current volunteer efforts include serving on the Executive Board and as the Treasurer for the Carmel Chamber of Commerce, the Treasurer for the Church in the Forest, and the Treasurer for the Annual Prayer Breakfast (Monterey Chapter) and is a Past President of the Carmel Rotary.

Professional Affiliations and Credentials:
Member of the American Institute of Certified Public Accountants (AICPA)
Member of the California Society of Certified Public Accountants (CalCPA)

Education:
Bachelor of Science in Industrial Technology (Summa Cum Laude), Cal Poly, San Luis Obispo.

What you may not know about Kris…
One of the most challenging aircraft to fly is a helicopter, and Kris has a commercial rating to do so. (He achieved this rotocraft rating privately, which is an unusual feat in its own right.) Born and raised in the San Joaquin Valley, Kris has loved the Monterey Peninsula his entire life. He soaks in the natural beauty whenever he can, by heading outdoors to walk, hike, jog or bike ride.