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About
Tax Partner
Email: rfriedman@pkfsandiego.com
Ron’s unique CPA practice focuses almost exclusively on estate and gift tax and related issues. This includes lifetime tax planning, tax compliance, post-mortem trust administration, IRS representation and complex fiduciary accounting. Ron has considerable expertise in valuation issues. He is often called upon to serve as an expert witness in complex litigation matters. Ron’s clients include both United States citizens and citizens from other countries currently residing in the U.S.
In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Ron has also been designated as a Personal Financial Specialist (PFS). He is a member of the Personal Financial Planning Section of the AICPA. Ron has been a featured guest on a number of local radio shows and has published many articles in national professional journals. He is a frequent speaker for professional organizations, including the San Diego Estate Planning Council, the California CPA Society, the North County Bar Association, the La Jolla Estate Planning Trust and Probate Section, and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel.
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