Ross Kirshner, CPA
Ross has been practicing public accounting and serving clients with complex tax issues since 2015. Through his tenure at Barker Viggato, Ross has developed a strong understanding of the unique challenges faced by executives and businesses across various sectors. Ross is known for his efficiency and responsiveness, and his practice often involves time-sensitive issues requiring effective results.
Ross advises in multiple areas of taxation including compliance for individual, fiduciary, partnership, corporate, and transaction consulting. Ross’s clients include public and private REITS, Delaware Statutory Trusts (DSTs), S Corporations, small business owners, executives, trusts, and family limited partnerships.
Ross holds his CPA license in Texas and is a member of the American Institute of Certified Public Accountants. Ross graduated from the University of Texas at Dallas with a Bachelor of Science in Accounting, Bachelor of Business Administration, and a Master of Science in Accounting.
Ross provides consultation on tax issues such as the following:
- Tax planning and structuring for REIT transactions and asset acquisitions
- Consulting on REIT quarterly asset and annual income tests
- Partnership capital accounts and allocations
- Consulting regarding the tax aspects of business purchase and sale transactions including purchase price allocations for optimal results
- Efficient oversight and management of large-scale federal and state income tax compliance engagements
- State income apportionment and allocation issues for businesses
- Gift and trust tax compliance and planning including support for client’s estate/gift attorneys to achieve optimal strategies for wealth transfer
- Working with clients and their bookkeepers for analysis and adjustment of client financials for tax reporting purposes
Ross is passionate about helping his clients succeed and navigate an ever-changing tax landscape. Ross tracks potential tax law changes through the legislative process to provide timely advice and planning for clients. When he is not working, Ross likes to spend time with his wife, Stefanie, and their family. Ross enjoys high intensity exercise, trivia with his friends, and television and movie history.
