Overview
Josh is a Principal in CLA’s Century City office. He has over ten years of public accounting and industry experience in private equity, venture capital, and real estate, with an emphasis and focus on operating entities, funds, investment manager, and general partner level tax compliance needs. Josh’s focus is primarily on partnership and corporate level needs while supporting clients through each pivotal point in their life cycle by aligning tax strategy and consulting, annual compliance, fund admin, assurance, and transaction QOE as needed. He has extensive experience in working on multi-tiered and consolidated entity groups and intricate fund structures, including GP and LP structured deals, interpreting the legalities of limited partnership/operating agreements, and waterfall allocations. Josh prides himself in establishing close connections with his clients and wanting to understand his clients’ needs in each key juncture of a fund and project’s life cycle.
In addition to Josh’s service to the private equity and real estate industry groups, he previously was a member of the firm's Young Advisory Counsel, providing strategic support to firm leadership on national initiatives. Josh has also been an instructor and presenter within the firm for annual training conferences, and is a member of the firm's industry policy initiative in bringing first-to-market tools and timely planning to clients.
Education
- Bachelor’s of science in business law from California State University of Northridge
- Accounting certificate from University of California, Los Angeles Extension
In the community
- Certified Public Accountant in the state of California
- American Institute of Certified Public Accountants (AICPA), member
- California Society of Certified Public Accountants (CalCPA), member