TONY ROSE

Founding Partner

Tony is a founding partner of Rose, Snyder & Jacobs.  His client responsibilities include, but are not limited to, tax and management consulting advice to closely-held corporations, family owned businesses, partnerships and the high net worth individuals who own them. Tony has spent considerable time resolving the complexities faced by these entrepreneurs. In addition to helping entreprenuers and high-net-worth families with tax-minimization strategies for asset growth andprotection, Tony also helps his clients more effectively grow their financial capital by first enriching their human, intellectual, social and structural capitals.

 

Tony is the author of :
Five Eyes on the Fence: Protecting the Five Core Capitals of Your Business
and Say Hello to the Elephants.

 

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
  • The Smith Center for the Performing Arts in Las Vegas, board member
  • USC Marshall Lloyd Greif Center for Entrepreneurial Studies, distinguished speaker

 

Tony has over 25 years of experience of working with businesses and their owners in the manufacturing, real estate and service sectors.  He has an uncommon passion for client-centered outcomes and believes a win for a client, is a win for Rose, Snyder & Jacobs.  He leads his company by creating open lines of communication with clients and exceptional service at every turn.

 

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