Who

Tony A. Rose, C.P.A.
Senior Partner
trose@rsjcpa.com

Tony is a founding partner of Rose, Snyder & Jacobs. His client responsibilities include tax and management consulting advice to closely-held corporations, family owned businesses, partnerships and the high net worth individuals that own them. Tony has spent considerable time resolving the complexities faced by families of wealth. Through counseling and leading multidisciplinary teams of professionals, he has provided valuable guidance at the point where life intersects wealth.

• Los Angeles Society of Trust Administrators, featured speaker
• California Institute of the Arts, featured speaker
• National CPA Health Care Advisors Association, past president & featured speaker
• University of Southern California Leventhal School of Accounting, featured speaker
• Keck School of Medicine, featured speaker
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants, member and featured speaker
• Bachelor of Science Degree in Business Administration with Accounting Emphasis, University of Southern California
• Jonathan Club, past first vice president & past treasurer
• Jonathan Club Trumball Award, award winner

Why

• Over 30 years of experience
• An uncommon passion for client-centered outcomes
• Extensive experience working with companies and their owners in the manufacturing, real estate and service sectors

What

Legacy Wealth Coach® and Certified Kolbe Method™ Consultant who helps clients with...

• Values-Based Vision Development
• Pass-Through Entities & Disputes
• Family Business Taxation
• Estate and Gift Tax Planning
• Real Estate Taxation
• Mergers & Acquisitions
• The Kolbe System™