OC Business Journal

GINA LARA

SMITH DICKSON

Gina Lara has been counseling clients in tax and financial planning matters for more than fifteen years. She began her career in the financial industry working at an independent wealth management firm that catered to business owners, professional athletes, and other high net worth clientele. During her tenure, Lara became versed in all aspects of financial planning, from investment management, tax, and estate planning. As she completed her MBA from Pepperdine University and obtained her license as a Certified Financial Planner (CFP®), Lara achieved corresponding success within the wealth management firm, rising to a director position.

Several years ago, Lara joined the team at Smith Dickson, CPAs—a firm that she knew and respected from having collaborated with on behalf of her wealth management clients. At Smith Dickson, Lara continued to develop her skills and qualifications, most recently earning the designation of enrolled agent (EA)—the highest credential granted by the Internal Revenue Service for federally licensed practitioners who specialize in taxation.

Lara’s distinctive background provides her clients an unparalleled scope of knowledge that is utilized in both the tax and the forensic accounting department at Smith Dickson. Lara’s tax role at the firm includes planning and compliance for individuals, business owners, and trusts. On the forensic accounting side, Lara specializes in financial analysis and litigation consulting services for trust and estate matters.

Contact Lara at Smith Dickson, Certified Public Accountants, LLP, (949) 553-1020, www.smithdickson.com.

WOMEN IN FINANCE

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2021-07-19T07:00:00.0000000Z

2021-07-19T07:00:00.0000000Z

https://ocbusinessjournal.pressreader.com/article/282673280335374

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