Norm leads the Encino office tax practice and has over 33 years of experience addressing the tax needs of his clients, including complex planning issues and estate and trust planning in conjunction with estate attorneys. Norm’s clients include high net worth individuals, closely held businesses, and flow through entities. Norm leads the firm’s Real Estate Tax practice. His industry experience is vast and includes real estate syndication, ownership, and development. Norm has extensive subject matter specialization in partnership taxation addressing allocations, capital maintenance, among other matters. In addition to serving clients in the real estate industry, Norm’s clients include professional service businesses in the medical, legal, investment, and banking professions. Norm works with high net worth individuals and their related businesses, with particular experience in the real estate and services industry sectors. Over the years, he has successfully represented his clients in providing tax controversy assistance during IRS and FTB audits.
Norm is a strong supporter of his alma mater, California State University, Northridge (CSUN). He was on the founding advisory board that developed the Master of Science in Taxation program that is now one of the most respected programs in California and the country. Currently, Norm is serving on the CSUN Advisory Board and a sub-committee related to alumni issues. Norm is actively involved in recruiting for HCVT at CSUN, representing all offices, and is a frequent speaker at student events at CSUN. Norm is often asked to speak at industry events addressing tax law changes and updates. Norm has been recognized as one of San Fernando Valley’s Trusted Advisors by the San Fernando Valley Business Journal. Supporting the public accounting profession, Norm has participated as a member of the planning committee for the California CPA Education Foundation. Additionally, Norm has sat on various board positions with non-profit organizations. He received his undergraduate degree from CSUN and a Master of Science in Taxation from Golden Gate University. Norm began his career at EY.