Stephen A. Bonick, CPA, CFP, PFS, CGMA
Masters of Science in Taxation

300 Glenwood Circle Suite 201

Monterey, CA93940

(310) 497-1748 cellular

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Accomplished tax executive whose background includes extensive experience in Big Four, National, Regional and local public CPA firms. Extensive knowledge of accounting andfinance as well as tax and financial planning issues related to individuals, corporations, real estate partnerships and syndications, trusts and estates, employee benefit plans, as well as private foundation and other tax-exempt organizations. Skilled in areas of tax, mergers, acquisitions, dispositions, restructuring, international, benefits, payroll and compensation. Competent in general transition management; skillful problem solver and communicator.

Recruited as Tax and Accounting Director to manage tax and accounting department’s including payroll, oversee property tax filings, sales tax filings, gross receipts as well as federal, state and international income tax compliance.

I have created strategies to reduce tax thru offer in compromise programs, innocent spouse relief programs, as well as streamlined instalment payment plans. Within two years the current company I am with has increased revenues by 25% thru the value related to my efforts.

Career highlights include but are not limited to:

  • Graduated from the Masters of Science in Tax Program at FairleighDickinsonUniversity. Every instructor in the program has an LLM in taxation from NYU. Received a grade of A+ in Tax Research.
  • Accepted into AbrahamLincolnLawSchool, Los Angeles, CA
  • Selected one of the top ten financial planners in Southern California by Forbes Magazine.
  • Instructor at UCLA as well as Becker CPA review.
  • Treasurer of Beverly Hills Estate Planning Council.
Key Skills

Structured and negotiated the offer in compromise agreements as well as audit settlement with both Federal State and Local Tax authorities.

Provide written tax advice to clients.

Have been involved in Applicable Asset Acquisitions and sales as well as Stock purchases and sales representing both buy side and sell side.

Created foreign tax planning strategies including utilization of foreign tax credits and eliminating withholding tax and or utilizing the foreign income tax exclusion for expatriates.

Created lifetime gifting strategies that included but were not limited to using the annual exclusion as well as gifting of appreciated assets out of the estate saving individuals millions of dollars in gift and estate tax.

Transitioned tax activities, payroll, compensation, and employee benefits associated with acquisitions, dispositions, and like-kind exchanges.

Combines tax expertise with exceptional management and leadership skills as evidenced by nomination as Executive of the Year by Who’s Who in Tax and Accounting.

Stephen A. Bonick, CPA, CFP, PFS, CGMA

Key Skills include:

Corporate TaxationInternational TaxTax Planning

ConsolidationsIndividual TaxTax Compliance

PartnershipsPartnership TaxTax Research

Private Foundations 990-PFEstate and Gift TaxPartnerships

Real EstateConstruction Audit Management

Career Background and Accomplishments

Green Jespersen and Company

Monterey, CA

Tax and Accounting Director 10/16/2012 to Present

Responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Review of all tax returns and Financial Statements. Initiated Streamlined Instalment Payment Plans, Perform Tax Research with CCH Intelliconnect. Provide Tax Planning and Compliance Services. Responsible for all Review of all tax returns, and financial statements. Manage IRS audits, Franchise Tax Board Audits, Sales Tax Audits as well as EDD audits. Implemented tax planning strategies.

Tax and Financial Planning Associates of Beverly Hills Inc.

(Solely Owned Corporation, by Stephen A. Bonick, CPA,)”

Served as outside Tax Director to two large organizations. I also aligned with several area firms to provide per diem consulting services at a Senior Manager and or Partner level. In those roles, I provided services to high net worth individuals, closely held corporations,real estateand investment partnerships, trusts, public charities and private foundations.

Rothstein Kass and Company (30th largest CPA firm in United States)

Senior Tax Manager, 1996 to 2002

RoselandNJ 1996 thru 2000 Beverly Hills, CA, 2000-2002

Senior Tax Manager for business and tax consulting West Coast based service clients, including high net worth individuals, investment partnerships, and entrepreneurial service clients and not for profit entities. Involved in the marketing, networking and business development within an area of expertise and specialization . Providing overall tax, financial consultation and planning for middle market companies and high net worth individuals. Recruited and operated a 15 person tax department which filed tax returns in 43 states and internationally for more than 250 entities.

Danser, Balaam and Frank, Princeton, NJ, 1995-1996

Tax Supervisor responsible for the tax planning and compliance for trusts within the Johnson and Johnson family.

KPMG Peat Marwick LLP, New York, NY, 1993 – 1995

Manager in the middle market group focusing on manufacturing, retail and distribution clients.

Most Horowitz and Company LLP, New York, NY, 1991-1993 &1996

Semi-Senior served as the lead accountant for the Major League Baseball Player’s Union engagement.

Pannell Kerr Forster , New York, NY , 1988-1990

Staff Accountant responsible for various engagements within the hospitality group.

EDUCATION: Masters of Taxation,Fairleigh Dickinson University, May 2000.

Bachelor of Science Accounting, KingsCollege, May 1988

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