Nick Barba

CPA

Manager, Tax

Services: Estates, Gifts & Trusts, Private Client Services, Stock Option Planning

Industries: Financial Services, Professional Services, Real Estate, Technology

Project name

Nick provides tax planning and compliance services for high-net-worth individuals, corporate executives, trusts and closely held businesses.

He has experience with clients in the Financial Services, Technology, Life Science, Real Estate and Professional Services industries. He also has experience with stock option planning.

Recently, Nick and his team conducted a stock option analysis for a tender offer, which helped the client decide what stock options to sell for greatest tax savings.

Nick has also worked on multi-state tax returns for individuals who own rental properties in various states across the country.

Nicholas (Nick) Barba holds an active CPA license in California.

Interesting tidbit

Nick is fascinated by vintage cars. On the weekends, Nick likes to cruise in his 1969 Chevy Camaro with his family.

Certifications

Certified Public Accountant

Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education
  • BS/Accounting – Loyola Marymount University
  • BBA/Finance – Loyola Marymount University

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