Maria Karla Chavez Luna

CPA, MST

Partner, Tax

Areas of Expertise: Corporate Tax Services, Estates, Gifts & Trusts, Planning & Compliance, Private Client Services, Tax Compliance, Tax Planning

Karla works extensively with high-net-worth clients to guide them through the process of optimizing their income tax positions and decreasing their tax liability to help preserve their wealth. Karla’s diligence in staying up to date with the most current and advantageous tax laws enables her to provide significant value to her clients. She consistently identifies tax credits and industry-specific matters for her clients that result in meaningful savings at tax time.

Her specialty lies in the areas of tax planning, consulting and compliance for privately held companies (corporations, S corporations and partnerships), trusts and estates, and high-net-worth families and their entities.

She works with clients in a variety of industries including manufacturing, retail, professional services and entertainment.

Interesting Tidbit

Karla enjoys traveling, playing tennis and is an avid poker player.

Quick Facts

Certification

CPA — California Board of Accounting

Community

Karla is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the Association for Corporate Growth.

Education

BS/Business Economics; Minor/Accounting — University of California Los Angeles
Master of Science/Taxation — Golden Gate University

Thought Leadership from Maria Karla Chavez Luna

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BPM Tax Partner Karla Luna profiled in Inspirational Women magazine

Maria Luna

11.29.22

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