Valerie Colin, CPA, MST

Tax Shareholder

Valerie Colin, CPA

EXPERIENCE

Valerie helps her clients optimize their tax situations with a particular emphasis on recognizing income and deductions for tax purposes, maximizing available employment credits and other incentives such as R&D credits and manufacturing deductions. Her specialties include estate planning, tax compliance, management and financial consulting, personal financial planning, and financing of businesses and mortgages.

Valerie’s clients include individuals and private closely-held businesses in various industries such as manufacturing, retail, wholesale distribution, importing, apparel and textiles, professional services and real estate leasing.

Recent successes for her clients include:

  • Saving an estate over $2.5 million in GST tax
  • Saving a tech client over $85 thousand in personal income taxes from R & D credits
  • Assisting a wholesale client with the structure and negotiations of the sale of their business and saving the acquirer over $4m in depreciation and amortization deductions and the seller hundreds of thousands in employment taxes and income taxes.

ACTIVITIES/MEMBERSHIPS

Committed to the advancement of the accounting profession, Valerie dedicates many hours to the Loyola Marymount University Accounting Department, where she is on the advisory board. She is also very active in the community and is involved with a number of charitable and professional organizations. She is a member of CalCPA and the co-chair of their annual Los Angeles Chapter ABC event; she is also a member of the American Institute of Certified Public Accountants. Valerie is the current treasurer and a past president of La Primera Group, a not-for-profit organization; the treasurer and member of Business Exchange 100 and member of Provisors and the Textile Professional Club. She is also a current board member and treasurer of her HOA.

Valerie enjoys ballroom dancing, golf, movies, playing cards and traveling.

ARTICLES

EDUCATION

M.S. in Taxation, Golden Gate University

B.S. in Accounting, Loyola Marymount University

Personal Financial Planning Designation, University of California, Los Angeles