Dear Valued Clients and Colleagues: We hope that you are safe and well during these unprecedented times due to the COVID-19 pandemic. With new announcements from Federal, California and Los Angeles County government officials released almost daily, the latest extending the tax filing deadline to July 15, 2020 for both California and Federal filings, [...]
Gumbiner Savett Inc., a full-service public accounting firm based in Southern California, has a new leader for its tax department. Valerie Colin, a senior tax shareholder in the firm, will now hold the position. David Thaw, CPA, MST, also a tax shareholder, steps down after seven years at the helm. Thaw is also the co-leader [...]
Tara Wilson, Tax Senior Manager, serves as treasurer for Fostering Media Connections (FMC) Tara Wilson, CPA, MST Gumbiner Savett Inc., one of the largest full-service certified public accounting firms in Southern California, is proud to spotlight the charitable efforts of Tara Wilson, CPA, MST, a tax senior manager at the firm. Wilson [...]
The Santa Monica CPA firm promotes six staff members [...]
The CalCPA recognized accountant has risen through the firm to join its group of Shareholders Santa Monica, CA — January 15, 2019 — Gumbiner Savett Inc. is pleased to announce that Karla Chavez Luna, CPA, MST, has been named to the Shareholder group of the firm effective January 1, 2019. “Karla is an excellent practitioner [...]
Could your company’s benefits package use a bit of an upgrade? If so, one idea to consider is adding an option for employees to convert their regular 401(k)s to Roth 401(k)s. Under a Roth 401(k), participants make after-tax contributions to a qualified plan and receive tax-free distributions, provided the funds are in the plan for [...]
Michael Savoy, CPA, CGMA, a long-time shareholder in Santa Monica-based Gumbiner Savett Inc., has been elected vice-president of the California Board of Accountancy (CBA) for 2017. “I am so honored to remain a part of the CBA leadership team,” stated Savoy, “I’m looking forward to my year as vice-president and the opportunity to continue working [...]
Your estate plan likely accommodates your spouse, children and grandchildren. But have you overlooked your parents? How can you best handle their financial affairs in the later stages of life? You may want to incorporate their needs into your own estate plan while tweaking, when necessary, the arrangements they’ve already made. Here are four critical [...]
Our very own, Barbara Rosenbaum senior tax partner of Gumbiner Savett Inc., was selected from over 5,000 submissions to be featured in The 2013 Woman’s Advantage Shared Wisdom Calendar. The calendar provides advice for women business owners from influential women leaders across the US and around the world. The editors of the Woman’s Advantage, recently [...]
