Barbara Rosenbaum, CPA, CVA

Retired Shareholder

Barbara Rosenbaum, CPA, CVAEXPERIENCE

For most of her career, Barbara has worked with wealthy families, entrepreneurs and their businesses to help them meet their financial goals with specific emphasis on their tax situations. Her tax experience includes timing income recognition and deductions, maximizing available credits and other incentives, minimizing the international tax burden on cross-border activities, and structuring asset acquisition and dispositions as well as facilitating the transfer of wealth. Whether setting up a new entity or working with a client on their estate plans, Barbara never loses sight of her business and individual client’s goals and risk tolerance.

In addition to serving closely held businesses and high net worth families, Barbara has worked with private and public companies and not-for-profit institutions in various industries such as entertainment, internet/technology, automobile, and real estate.

Barbara is active in both the business and the charitable community. In her free time Barbara enjoys hiking and traveling with her family. She has worked at both Arthur Andersen & Co. and Kenneth Leventhal & Co. She is currently the immediate past president of the California Society of Certified Public Accountants Education Foundation.

ARTICLES

ACTIVITIES/MEMBERSHIPS

Barbara has dedicated much of her time to the California Society of CPAs (CalCPA). She is the former president of the Los Angeles Chapter, a former member of the State Council, and a current member of the board of directors for the State Nominations Committee for CalCPA. She is also the former president of the Board of Trustees for the CalCPA Education Foundation.

Professionally, she is on the Los Angeles advisory board for Golden Gate University School of Tax; she is a member of the National Association of Certified Valuation Analysts and the American Institute of Certified Public Accountants; and she is a member and former chair of the North America Tax Committee of BKR International.

Barbara is involved with several community organizations. She is a trustee and co-chair of the Finance and Investment Committee for The Mirman School for Gifted Children; on the budget committee for Wilshire Boulevard Temple; a member of the Academy of Television Arts & Sciences, Business Peer Group; and participates in the Women’s Leadership Council where she is able to mentor young women.

EDUCATION

B.S. in Accounting, Case Western Reserve University

CVA, National Association of Certified Valuation Analysts