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Tony Rose

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.

In addition to helping high-net-worth families with tax-minimization strategies for asset growth, protection, and transfer of wealth from one generation to the next, Tony also helps families more effectively transfer wealth between generations using our unique values-based model. By using human, intellectual, social, and structural capitals to strengthen financial capital, Tony is able to enhance traditional estate planning practices. This model is built on the five capitals Tony wrote about in his book Five Eyes on the Fence: human, intellectual, social, structural, and of course, financial capital. Through counseling and leading multidisciplinary teams of professionals, he has provided valuable guidance at the point where life intersects wealth.
 
Professional and Civic Affiliations

  • Hawaii Tax Institute
  • Los Angeles Society of Trust Administrators, featured speaker
  • Otis College, Guest Lecturer
  • 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

 
Along with an uncommon passion for client-centered outcomes, Tony has over 30 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors.

Tony is the author of two books, Say Hello To The Elephants and Five Eyes On The Fence.  Click here to visit the Amazon Author page to learn more.

Tony is a 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™

 
Never miss an update from Tony.  Click here to subscribe to his blog, “What We Should Be Doing.”

Our Two Cents

Connect With Tony

Tony A. Rose, CPA
Senior Partner
Email:trose@rsjcpa.com

 

Practice Areas

  • Families & Individuals of Wealth
  • Closely Held Companies

Practice Specialty

  • Family Wealth Practice
  • Business Advisory Practice
  • Mergers & Acquisitions Practice

Service Specialty

  • Business Tax Compliance, Planning and Advisory
  • Family Tax Compliance, Planning and Advisory
    • Succession Planning
    • Family Wealth Planning
    • Estate, Gift & Trust

Industry Experience

  • Families of Wealth
  • Transportation
  • Healthcare
  • Real Estate
  • Entertainment

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