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Stephen Kunkel

Managing Director

Phone: (310) 268-2040
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Overview

Stephen Kunkel is a Managing Director at CBIZ MHM, a national accounting and financial services provider. Steve has more than 37 years of experience in public accounting, specializing in financial and income tax consulting for closely-held businesses with expertise in wholesale distribution, manufacturing, and service industries, estate planning for business owners and high net worth individuals, multi state tax planning and taxpayer advocacy. Prior to joining the firm in 1990, Steve had spent most of his career with “Big Four” and National accounting firms.

 

Steve has written articles and/or been quoted in various publications including: Family Business, Retire with Money, Nation’s Business, Tax Ideas, Bottom Line Business, The Practical Accountant, Los Angeles Business Journal, Barron’s, Business Week Online, Bankrate.com, The New York Times, Kiplinger’s Personal Finance, U.S. News & World Report, The Los Angeles Times and The Wall Street Journal.  He has taught professional continuing education seminars for the California Society of CPAs, the California Tax Bar, and the Beverly Hills Bar Association and is frequently asked to speak on tax and financial topics to professional and civic groups.

Education

  • B.S. - Accounting, Georgetown University
  • M.S. - Financial Planning - Taxation, College for Financial Planning

Professional Designations

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Certificate in Meeting Management (CMM)

Professional Memberships

  • AICPA
  • California Society of CPAs (CALCPA)
  • National Association of Royalty Owners
  • CBIZ National Tax Executive Committee
  • Estate Counselor's Forum, Past President
  • Beverly Hills Estate Planning Council, Past President
  • Financial Planning Association

Associated Offices

Los Angeles - CBIZ MHM, LLC - Los Angeles 10474 Santa Monica Blvd.
Suite 200
Los AngelesCA  90025
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