Harold is a Partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. Harold’s diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.
In 1979, Harold joined the international CPA firm of Oppenheim, Appel & Dixon in the audit department. He left Oppenheim to join a large local CPA firm, transitioning to focus on tax. He rose to tax manager, supervising 25 people, before leaving to form his own firm in 1988. He merged his firm with Solomon and Company in 1995. After 20 years this firm merged with Squar Milner and Harold became a Partner in 2016.
- Certified Public Accountant, California
- Member, American Institute of Certified Public Accountants
- Member, California Society of Certified Public Accountants
- University of Cape Town, South Africa – Chartered Accountant