Effective August 1, 2015, RBZ has merged with Armanino LLP to become the largest accounting and consulting firm based in California.I have over 40 years of experience as a Founding Partner and Managing Visionary Partner of RBZ, LLP, one of the top public accounting firms in Los Angeles. My primary focus is advising the real estate industry, high net-worth individuals and their families, and other closely-held businesses in tax, estate planning and charitable giving. As my expertise has grown over the years, I have found myself providing counsel to my clients about personal issues relating to children, divorce and strategies to pass family businesses and wealth from one generation to the next. This lead me to develop a method called "Therapeutic Accounting®" as I realized that accounting was as much an emotional subject as a financial one. I have published a book called, "Wake-Up Call: How I Changed My Life and Business – And You Can Too". My book documents the the story of my own personal journey from workaholic to a balanced human being.I’m very proud of the Harvey and Harriet Bookstein Chair in Taxation at my alma mater, the California State University, Northridge, College of Business and Economics and the Bookstein Institute for Higher Education in Taxation (Master in Taxation program).Specialties:Real Estate AccountingTaxation: Entity Selection and StructuringMergers & AcquisitionsNegotiatingSuccession PlanningLoan RestructuringProperty RepositioningTherapeutic Accounting®
Listed skills include Tax, Real Estate, Mergers And Acquisitions, Estate Planning, and 14 others.
