Stuart joined the firm in October 1986 and previously served as the leader of the firm’s Tax Department and as the Firm’s Managing Partner.
With over 40 years of experience in public accounting, Stuart’s primary focus is tax strategy, planning and compliance for businesses and individuals with specific expertise in real estate operation, syndication and development, technology, manufacturing, distribution and professional services industries as well as estate and gift taxes and tax controversy matters.
Stuart is a member of the American Institute of CPAs and the California Society of CPAs where he has held several leadership positions. He is also a former chairperson of the Los Angeles Chapter’s San Fernando Valley CPA Discussion Group.
Stuart is an Officer, Board Member and Executive Committee member for New Horizons, which is a San Fernando Valley based non-profit organization dedicated to helping individuals with special needs. He also serves as the Finance Committee chairperson.
Stuart earned a Bachelor of Science Degree in Business Administration and a Master of Science Degree in Taxation from California State University, Northridge. He also holds a Certificate in Estate Planning issued by the California CPA Education Foundation.
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Keep these 3 issues in mind after you file your return
/in Tax/by KKB CPAsFor more helpful tax and accounting articles, or to sign up for our newsletter, please visit our KKB Insights page. If you have any questions, please contact us. Continue Reading Keep these 3 issues in mind after you file your return
Update on retirement account required minimum distributions
/in Tax/by KKB CPAsThe SECURE 2.0 law includes good news about required minimum distributions from tax-favored retirement accounts. But an earlier law contained some bad news for certain beneficiaries of inherited retirement accounts. Here are the rules. Continue Reading Update on retirement account required minimum distributions