This "Hidden Niche" brought new energy (and profits) back into the firm

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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2y ago 21:24

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Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation.

Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.

Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.

333 episoder

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