Tax Shareholder

EXPERIENCE

Karla works extensively with high-net-worth clients to guide them through the process of optimizing their income tax positions and decreasing their tax liability to help preserve the wealth that they have worked for.  Karla is able to provide value added service to her clients due to her diligence with staying up to date with the most current and advantageous tax laws. Through this process, she is able to identify tax credits, and other benefits, with regard to industry specific matters.

Her specialty lies in the areas of tax planning, consulting and compliance for privately held companies (corporations, S corporations, and partnerships), trusts and estates, and high-net-worth families and their entities.

She works with various industries such as manufacturing, retail, professional services, and the entertainment sector.

Karla enjoys traveling, playing tennis and is an avid poker player.

PRESENTATIONS + PUBLICATIONS

• Big Changes for the Tax Treatment of Alimony Payments, February 2018
• An overview of the GOP’s proposed tax reform plan, October 2017
• Can you Deduct Hobby Expenses on your Taxes?, June 2014
• Estate Planning Back on Track, July 2013

ACTIVITIES/MEMBERSHIPS

Karla is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the Association for Corporate Growth.

EDUCATION

B.S. Business Economics, Minor in Accounting, University of California Los Angeles
Master of Science, Taxation, Golden Gate University