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Gina Lara Mba, Cfp®, Ea Email & Phone Number

Partner, Trust and Estate at Smith Dickson, Certified Public Accountants, LLP
Location: Irvine, California, United States 8 work roles 2 schools
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Current company
Smith Dickson, Certified Public Accountants, LLP
Role
Partner, Trust and Estate
Location
Irvine, California, United States
Company size
16 employees

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Gina Lara Mba, Cfp®, Ea is listed as Partner, Trust and Estate at Smith Dickson, Certified Public Accountants, LLP, a company with 16 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Gina Lara Mba, Cfp®, Ea.

Gina Lara Mba, Cfp®, Ea previously worked as Partner, Trust & Estate at Smith Dickson, Certified Public Accountants, Llp and Tax and Forensic Accounting Manager at Smith Dickson, An Accountancy Corporation. Gina Lara Mba, Cfp®, Ea holds Masters Of Business Administration from Pepperdine Graziadio Business School.

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Smith Dickson, Certified Public Accountants, LLP

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About Gina Lara Mba, Cfp®, Ea

Gina Lara is a Partner at Smith Dickson, Certified Public Accountants, LLP. Ms. Lara’s role at the firm includes consulting for individuals, business owners, and fiduciaries. Ms. Lara is also adept at compliance work, including the preparation of income tax returns and complex trust accounting per California Probate Code requirements.In Forensics, Ms. Lara provides financial analysis and litigation consulting services for civil, criminal, and trust and estate matters. This experience includes economic damage calculations associated with fraud and embezzlement, lost profits, unjust enrichment, and fiduciary abuse. Ms. Lara is a member of CalCPA, Association of Certified Fraud Examiners, and the Financial Planning Association. She holds a Master’s in Business Administration and is a licensed CFP®. Ms. Lara is also a designated enrolled agent—the highest credential awarded by the Internal Revenue Service for federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.

Current workplace

Gina Lara Mba, Cfp®, Ea's current company

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Smith Dickson, Certified Public Accountants, LLP
Smith Dickson, Certified Public Accountants, Llp
Partner, Trust and Estate
Irvine, CA, US
Website
smithdickson.com
Employees
16
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8 roles

Gina Lara Mba, Cfp®, Ea work experience

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Forensic Accounting Analyst

Current
Smith Dickson, An Accountancy Corporation

www.smithdickson.com

Prepare analytical data for litigation support. Engage in forensic research to trace funds and identify assets for recovery, develop lost profits analysis and calculate damages. Analyze financial transactions to detect and prevent fraudulent activities. Perform audits, reviews and compilations of financial statements. Provide tax planning and preparation.

May 2015 - Present

Director

Wealth Management Firm
Jan 2014 - Apr 2014

Financial Planner

Wealth Management Firm

As a trusted adviser for high net worth individuals, I helped people identify and achieve their goals through appropriate investment management, plus financial planning techniques such as tax minimization strategies, estate planning, and insurances.

Mar 2006 - Apr 2014

Director Of Sales And Operations

Huntington Learning Center

Managed daily operations. Directed the sales process of new and potential enrollment. Monitored and reported center performance, revenues, expenses, and fee collection. Established and maintained collaborative relationships with teachers, educational specialists and other school administrators and parent/teacher organizations. Hired, trained, and managed.

Jan 2000 - Oct 2005
Team & coworkers

Colleagues at Smith Dickson, Certified Public Accountants, LLP

Other employees you can reach at smithdickson.com. View company contacts for 16 employees →

AR Austin Ray, Cpa Austin Ray, Cpa Colleague at Smith Dickson, Certified Public Accountants, LlpOrange County, California, United States, United States View → KR Karen Reed Karen Reed Colleague at Smith Dickson, Certified Public Accountants, LlpIrvine, California, United States, United States View → RN Ryan Nguyen, Cpa, Cfe Ryan Nguyen, Cpa, Cfe Colleague at Smith Dickson, Certified Public Accountants, LlpIrvine, California, United States, United States View → EK Elaine Kazzi Elaine Kazzi Colleague at Smith Dickson, Certified Public Accountants, LlpIrvine, California, United States, United States View →
2 education records

Gina Lara Mba, Cfp®, Ea education

FAQ

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What company does Gina Lara Mba, Cfp®, Ea work for?

Gina Lara Mba, Cfp®, Ea works for Smith Dickson, Certified Public Accountants, LLP.

What is Gina Lara Mba, Cfp®, Ea's role at Smith Dickson, Certified Public Accountants, LLP?

Gina Lara Mba, Cfp®, Ea is listed as Partner, Trust and Estate at Smith Dickson, Certified Public Accountants, LLP.

Where is Gina Lara Mba, Cfp®, Ea based?

Gina Lara Mba, Cfp®, Ea is based in Irvine, California, United States while working with Smith Dickson, Certified Public Accountants, LLP.

What companies has Gina Lara Mba, Cfp®, Ea worked for?

Gina Lara Mba, Cfp®, Ea has worked for Smith Dickson, Certified Public Accountants, Llp, Smith Dickson, An Accountancy Corporation, Wealth Management Firm, and Huntington Learning Center.

Who are Gina Lara Mba, Cfp®, Ea's colleagues at Smith Dickson, Certified Public Accountants, LLP?

Gina Lara Mba, Cfp®, Ea's colleagues at Smith Dickson, Certified Public Accountants, LLP include Austin Ray, Cpa, Karen Reed, Ryan Nguyen, Cpa, Cfe, and Elaine Kazzi.

How can I contact Gina Lara Mba, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Gina Lara Mba, Cfp®, Ea at Smith Dickson, Certified Public Accountants, LLP, including work email, phone, and LinkedIn data when available.

What schools did Gina Lara Mba, Cfp®, Ea attend?

Gina Lara Mba, Cfp®, Ea holds Masters Of Business Administration from Pepperdine Graziadio Business School.

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