Craig Frye is the Partner in charge of the Tax Department at Rose, Snyder & Jacobs. He has over 20 years of combined public and corporate accounting experience. He performs the role of a trusted advisor to large public companies, small owner-operated businesses and high-net-worth individuals, including their family offices, real estate clients, healthcare clients, and entertainment clients. He has extensive experience in audits with the IRS, Franchise Tax Board & State Board of Equalization along with vast knowledge of pass-through entities and real estate taxation.
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, Craig 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, Craig is able to enhance traditional estate planning practices.
Prior to joining the Rose, Snyder & Jacobs, Craig was a tax manager at KPMG. While there, he served in the middle-market and manufacturing specialty groups.
EDUCATION AND CERTIFICATIONS
Bachelor’s Degree in Accounting, Pepperdine University
Professional and Civic Affiliations
California Society of Certified Public Accountants, Member
American Institute of Certified Public Accountants, Member
ProVisors Professional Network, Westlake Village Group, Member
Craig believes that attention to detail and open communication are the key to a successful client engagement and has a passion for service with timely and cost-effective results.