SERVICES PROVIDED:
| • | Income tax planning and preparation for individuals and business entities, as well as estates and trusts. |
| • | Estate and trust services, including estate planning, fiduciary accountings and testifying in court. |
| • | Business consulting services, including accounting systems, internal controls and financing. |
| • | Financial statement audits for service businesses, manufacturers and non-profits. |
PROFESSIONAL EXPERIENCE:
Mr. Hargrave founded Hargrave & Hargrave in 1982. Prior to forming Hargrave & Hargrave, he worked at Arthur Andersen & Co. As a partner at Hargrave & Hargrave, Mr. Hargrave has advised many individuals and businesses regarding their business operations and the related income tax consequences. He has significant experience in estate and probate work and has testified as an expert in this area. He also has experience performing financial statement audits, primarily in the following industry groups: manufacturing, services, hotel and nonprofit entities. He has extensive experience consulting on real estate transactions, including a large number of tax deferred (Sec. 1031) exchanges.
EDUCATION:
University of Southern California
Bachelor of Science in Business Administration
Student Athlete Honors (3 time NCAA championship swim team)
Continuing education, classes and symposiums including programs sponsored by the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, various local Bar Associations, and the University of California, Los Angeles.
MEMBERSHIPS:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Santa Monica Chamber of Commerce
Rotary Club of Santa Monica (Past Vice President, Treasurer and
Secretary)
Received President's Award for Distinguished Leadership
ADVISORY SERVICES:
Santa Monica CPA Club Advisory Board (1986 to 1992)
Santa Monica Hospital Medical Center Foundation Advisory Committee (1989 to
1994)
PUBLICATIONS:
“Special Deduction for Real Estate Professionals,” published in Westside Apartment Investors, February, 1998.
“New Tax Legislation Effective for 1997”, published in Westside Apartment Investors, January, 1997.
“How to Avoid Income Tax When Selling Real Property”, published in Westside Apartment Investors, September, 1996.
