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.
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
The tax deadline is almost here: File for an extension if you’re not ready
/in Tax/by KKB CPAsThe April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties. Continue Reading The tax deadline is almost here: File for an extension if you’re not ready
Coordinating Sec. 179 tax deductions with bonus depreciation
/in Tax/by KKB CPAsThere’s more than one way for businesses to claim depreciation tax deductions. By combining them, you can get optimal tax-saving results. Continue Reading Coordinating Sec. 179 tax deductions with bonus depreciation