Barbara C. Kogen, C.P.A., J.D.

Barbara C. Kogen, has comprehensive knowledge, experience and expertise in all phases of taxation, including real estate and partnership taxation, estate planning, corporate taxation, corporate mergers and acquisitions, international taxation, capital recovery, tax-exempt entities, planning for closely held businesses, tax aspects of marital dissolutions, and charitable giving. She also represents clients before the Internal Revenue Service and Franchise Tax Board. Barbara has extensive experience with the tax and financial issues facing high net worth individuals, including multi-generational planning. Her significant estate, gift and trust expertise includes: preparation and review of complex estate and trust income tax returns, estate tax returns and gift tax returns; estate and gift planning including the use of family limited partnerships and specialized trusts such as GRATS, CLTS, CRTS, QPRTS and IDITS.

Areas of expertise

Corporate Taxation
Estate & Trust Planning
Mergers & Acquisitions

Services

Tax Planning & Compliance
Private Company Services

Education

Bachelor of Arts, Political Science, University of California, Los Angeles
Juris Doctor, Loyola Law School, Los Angeles

Professional, Civic and Business Associations and Activities

American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
California CPA Society, Los Angeles Chapter Estate Planning Committee
State Bar of California
American Bar Association
Bar Associations: Beverly Hills, Los Angeles, San Fernando Valley
Russell Bedford International, Former Member International Board of Directors
ProFx Advisory Board, Co-Chair
Outstanding Young Women of America
Delegate to State Bar of California Conference of Delegates

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