Our People
Nick Barba
CPA
Manager, Tax
Areas of Expertise: Estates, Gifts & Trusts, Private Client Services, Stock Option Planning, Tax Planning & Compliance
Nick provides tax planning and compliance services for high-net-worth individuals, corporate executives, trusts and closely held businesses.
He has experience with clients in the Financial Services, Technology, Life Science, Real Estate and Professional Services industries. He also has experience with stock option planning.
Recently, Nick and his team conducted a stock option analysis for a tender offer, which helped the client decide what stock options to sell for greatest tax savings.
Nick has also worked on multi-state tax returns for individuals who own rental properties in various states across the country.
Nick holds an active CPA license in California under the name Nicholas Barba.
Quick facts
- Certifications
Certified Public Accountant
- Community
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
- Education
- BS/Accounting – Loyola Marymount University
- BBA/Finance – Loyola Marymount University