Posts Tagged ‘jacobs’

Rose, Snyder & Jacobs Renews Sponsorship with San Fernando Valley Bar Association

Encino, CA — December 20, 2016: Rose, Snyder & Jacobs, LLP (RSJ) is thrilled to announce it is renewing its sponsorship with the San Fernando Valley Bar Association through 2017.  RSJ became an official sponsor of SFVBA in January of 2016, and it has proven a mutually beneficial arrangement, with educational seminars and special events planned throughout the year for the association’s robust attorney network.  Both organizations look forward to another year of growth and success as they continue to positively affect the legal and professional communities together.

“We have found great benefit to our association with the SFVBA and their great leadership,” said Tony A. Rose, founding partner, RSJ. “The great give and take of ideas of our mutual disciplines creates huge benefits to ourselves and our clients. Our ability to see landscapes from their perspective makes us better accountants.”

Kira Masteller, SFVBA president had this to say about the partnership, “The San Fernando Valley Bar Association has attracted many new members and President’s Circle Firms this year.  We are pleased to welcome back our renewing Sponsor, Rose, Snyder Jacobs, LLP,  who are celebrating 40 years of excellent accounting services for our Bar Members and the business community.  Partnering with such reputable Firms and Sponsors keeps our Bar Members in ‘the know’ as they attend MCLE events, networking events, and our annual Judges Night and Autumn Gala.  Members attending events get to know each other and our Sponsors, and in turn become important resources to their  clients and colleagues because of their ability to make qualified professional referrals.”

For more information about the San Fernando Valley Bar Association, please click here.

Valley Lawyer Magazine, the monthly publication produced by the SFVBA, recently published an article by RSJ Founding Partner, Tony A. Rose, on the topic of estate planning.

Read Tony Rose’s article in the September issue of Valley Lawyer Magazine

About Rose, Snyder & Jacobs:

Rose, Snyder & Jacobs LLP (RSJ) is a Certified Public Accounting firm founded in 1976 and located in Encino, California. RSJ is dedicated to serving a diverse client group including closely held companies, high net worth multi-generational families, non-profit organizations, and public companies.  RSJ serves clients across many industries, in both domestic and international capacities.

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Clara Mayer
Rose, Snyder & Jacobs, LLP

Rose, Snyder & Jacobs Proudly Announces the Promotion of Outstanding Employees

The partners at Rose, Snyder & Jacobs LLP are extremely pleased to announce this year’s list of employees who have been promoted within the firm.

DAVID CHUNG, CPA has been promoted to Senior in the Audit & Assurance Department. David has been with RSJ for 2 years. He previously worked for Mr. Chow Restaurant Group in Beverly Hills. He attended USC where he received a B. S. in Accounting.

TIFFANY GONZALEZ has been promoted to Senior in the Audit & Assurance Department. Tiffany has been with RSJ for 2 years. She graduated from LMU in 2014 with a B.S. in Accounting. Before joining RSJ she worked for Woodward Group in the Accounting Department.

JESS BROWN, MBA, CPA has been promoted to Manager in the Tax Department. Jess joined RSJ in November 2013 after a career in both public and private accounting and finance. He attended New York University where he received a B.S. in Accounting and an MBA in Finance at the Stern School of Business.

LINDSAY ROSS, CPA has been promoted to Manager in the Tax Department. After a varied career throughout the country with Grant Thornton LP, she joined RSJ in January 2014. She graduated from Northeastern University in Boston with a Bachelor’s of Science in Business Administration and Accounting.

ANNA BAGARIAN, CPA has been promoted to Supervisor in the Tax Department. Anna started with RSJ in January 2015. She graduated from CSUN with a degree in Finance and Real Estate. Previously, she worked with Holthouse, Carlin and Van Tright.

Please join us in congratulating these outstanding individuals on their accomplishments thus far, and acknowledge the challenges they have in leading us forward.

For more about career opportunities with Rose, Snyder & Jacobs, please visit us here.

Say Hello to the Elephants Quadrant One: Clarity

RSJ founding partner tony rose

This article by Tony A. Rose first appeared in the Spring 2014 issue of Business World magazine, a publication by Russell Bedford11057214-rbnewlogobkeyrc International.

The elephant in the room – English idiom meaning that which all can see but none choose to discuss or confront.

We all have elephants – problems, needs or truths that we ignore even though we must face up to them. Often our elephants may be of a professional nature. We may also have personal elephants. In Say Hello to the Elephants I offer a way to confront issues, along with tools to address problems, achieve clarity, and make decisions. I call this Quadrant Thinking.

Quadrant Thinking

Quadrant Thinking is a four-part process. In a series of four articles I will present an overview of each quadrant.

• Quadrant One: Clarity

Here you will learn about how to think through issues and answer the question: what will this problem look like when it has been perfectly addressed and eliminated? Achieving clarity means answering the 5Ws – who, what, why, when, and where? Only then can you move on to the ‘how’. Quadrant One is strategic by nature.

• Quadrant Two: Solutions

Having a clarified understanding of the 5Ws, you can choose between potential steps to make progress towards the vision and goals you have established. Here the developed solution will be in the context of the clarity you created in Quadrant One. Quadrant Two is tactical by nature.

• Quadrant Three: Implementation

Having identified the vision and goals and the preferred solution, it is time to get it done.

• Quadrant Four: Sustainability

Looking at what has been accomplished, you can see if you achieve the results you were looking for.

Saying hello to your elephants means deciding to confront the obvious problems in your business. It all begins with clarity.

Quadrant One: Clarity

Whether you are planning your day or the next week, month or year, you must identify your purpose clearly. This is the step where you establish the mission, vision, values and goals of any situation.

As a business person you have to make choices every day. Only by achieving clarity will you be able to see your options clearly and make the right choices in the context of these strategic questions. Defining your goals creates the standard by which you can choose from the various alternatives. Goals create clarity but only if they address the ‘why’.

Believe in a bigger future

To have a bigger future you must believe in a bigger future. Be optimistic, be hopeful, and surround yourself with people, situations and opportunities that encourage hope.

Looking forward to something can make the difference between success and failure. Having something to aim for means you set goals that motivate you to get there.

Clarity is the enemy of the status quo

Even with the best intentions you may fail to get there because you don’t know where there is. Clarity is the means by which you clear the hurdles that prevent you from succeeding. Clarity and dealing with the elephants that stand in your way will move you further and further towards where you want to be.

Focus on the goal not the distraction

You can’t achieve clarity if you don’t focus on the goal. Distractions can take the form of people, setbacks, fear of failure, and even fear of success.

• Identify the people holding you back, then ignore them

• Don’t dwell on a setback any longer than is necessary to learn from it

• Understand that everyone has failed at something. Those with a clear vision do not see it as defeat

• Having a clear vision of what success looks like enables you to welcome new challenges, not fear them.

Clarity planning takes effort – and pain too

Reaching clarity is not always easy and it can be painful. However, considering you are often going against the status quo and perhaps working against others’ intentions for you or your company, pain can be a key part of clarity planning and has three knock-on effects:

• You must accept pain as part of the process

• The act of reaching clarity can present you with painful truths

• You must be patient.

Disappointment, frustration and anxiety are all painful but it is up to you whether they stop you from moving forward. When you finally achieve clarity the pain will have been worth it.

Finding your elephants and procrastination

Some of your elephants will be obvious but you may still feel like ignoring them.

Most people procrastinate because they lack clarity of outcome. They don’t know what they want so they don’t know what to do to achieve what they want.

Once you have clarity you can avoid procrastination.

Quadrant Thinking gives you three options:

• Deal with it

• Delegate it

• Schedule it.

Elephants do not go away so deal with them.

Finding your elephants and the decision swamp

When you lack clarity it seems like the harder you try to solve a problem the worse it gets. This is what noted behaviourist Dr Brad Spencer calls the decision swamp.

To stay out of the decision swamp you need to change your thinking. Start by looking at problems as symptoms – what you perceive as a problem is often a symptom of a different problem. Once you are clear on what the problem is you can be clearer about the actions you need to take.

Wielding your strengths

Just as identifying problems is essential to reaching clarity, so is identifying your strengths – the core elements that make you and your business unique.

Strengths give you confidence to do the right thing and avoid walking into traps. Your strengths will help you plan for the future and choose the right path to get you there.

Finding your elephants, even if you do not have an MBA

You need to ask the right questions to see the elephants that stand in your way. Use a SWOT analysis to examine your strengths, weaknesses, opportunities and threats.

By asking the right questions you can work on eliminating fears and threats, and capitalise on strengths and opportunities.

With clarity, solutions become manageable. Once you know what you want you will find it much easier to identify what you need to do to achieve it. We will discuss this further in Quadrant Two: Solutions.

Learn more about our International Business Services.

Read Say Hello to the Elephants Quadrant Two: Solutions

The Importance of Nurturing Your Relationship with So-Called “Strangers”

I write in my second book, Five Eyes on the Fence, about the importance of protecting your social capital. My thesis is that financialFive Eyes on the Fence_WEB capital is a byproduct of four other types of capitals. When human, social, intellectual, and structural capital are well-tended, financial capital flourishes.

Social capital can be summarized in two words: Relationships matter.

The strength of your relationship with clients, potential clients, vendors, employees, and colleagues determines the extent to which these relationships can be accessed as a resource. The stronger the social capital, the more likely your financial capital will benefit.

And the stronger your relationship with strangers, the better your social capital.

I know what you are thinking, “Wait a minute: How can a person have a relationship with a stranger? Isn’t not knowing the person the very definition of a stranger?”

And therein lies the problem. You don’t know what you don’t know. You don’t know whether someone else knows something about you. You don’t know if a so-called “stranger” has an eye on you.

When you walk through life, consider that you are often being observed. If you are being ungrateful, pessimistic, or otherwise unpleasant, “strangers” are noticing. When you post hostile messages on someone’s social media site, “strangers” are reading these messages. When you are rude to the barista, “strangers” are less inclined to engage your conversations.

Those strangers might be people who would have otherwise turned into important components of your social capital network.

This February, I spoke to the students at the University of Southern California’s Leventhal School of Accounting about my book, and how they can use the four other capitals to help their clients strengthen their financial capital.

During our discussion about nurturing relationships with social capital, a student brought this to my attention: The following Friday, a prestigious speaker was visiting their school.

I gave this advice: “Dress like you are going to a job interview.”

One of the students objected: “There are going to be thousands of people at the event. Why would he notice me?”

My response was this: “There are going to be thousands of people at the event. Someone will notice you, and that person might just be your next boss.”

This holds true in life. Of the billions of people out there, you never know who is noticing you. You never know who will be your next boss, your next client, your next employee, or your next vendor. So many relationships are born out of happenstance. Why not give these relationships the best chance at blossoming by going out into the world as the best version of yourself?