Brent D. Rose

Attorney Brent D. Rose helps individuals, families and businesses protect and expand their most valuable assets as well as leave a legacy for their community and those they love.

In addition to managing his own accounting, law, and tax practice for over 30 years, Brent has extensive and diverse experience in accounting, financial services, and law firms (regional, national, and international) in California, Maryland and Utah creating and implementing comprehensive business, charitable, estate, financial and tax planning for individuals, families and closely held businesses (corporations, LLCs, and partnerships).

Brent has also served as Of Counsel and mentor for other attorneys, including Max Alavi and Phil Shekerlian, for over 10 years.

Brent has a Masters in Tax as well as a Law Degree, has prepared and reviewed thousands of estate, gift, trust, and income tax returns for his own clients and those of other firms as well as represented taxpayers in examinations by the IRS and CA FTB. He has also assisted taxpayers and their representatives with as well as conducted examinations (audits) of income, employment, estate, gift, and trust tax returns while at the IRS for over 10 years.

For more details, see https://www.linkedin.com/in/brentdrose/.

Brent was born, raised, educated, and began his own accounting, law and tax practice in Ogden, Utah, in 1992 but now considers himself a “Californian with Utah pioneer roots” as he has lived, provided community service, and worked in the Inland Empire, Los Angeles and Orange County since 2004.

He also served for 12 years as a Finance (Pay) Specialist in the US Army Reserves and was Honorably Discharged as a Staff Sergeant.

Last, but not least, Brent enjoys sunsets, swimming, going to the beach and other activities with his wife, Peggy (married for over 30 years), and their 4 adult children (plus angel twin daughter),  son and daughter in-law, and a grandson with more grandchildren on the way to enjoy and spoil.

Practice Areas

• Tax Planning and Return Review, especially Estate and Gift
• Advanced and Complex Estate Planning
• Asset Protection
• Business Formation and Reorganization
• Tax Representation – Federal and State
• Nonprofit Organizations
• Trust Administration

Education

• Brigham Young University, J. Reuben Clark Law School, Provo, Utah
  
  • Juris Doctor – 04/1990
• Goddard School of Business, Weber State University, Ogden, Utah
  
  • M.P.Acc. – 06/1987
  • Major: Taxation
• Goddard School of Business, Weber State University, Ogden, Utah
  
  • B.A. – 06/1986
  • Major: Accounting
  • Minor: Management

Bar Admissions

• California, 1991
• Utah, 1992 (currently inactive)