Ronald A. Friedman, CPA, CFP, PFS

Ronald A Friedman, CPARonald A. Friedman is a founding partner of Friedman Brannen LLP. In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Ron is a member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist (PFS).

Ron’s unique CPA practice focuses almost exclusively on estate and gift tax and related issues. His duties include tax planning, tax compliance, post-mortem trust administration, IRS representation and complex fiduciary accounting. He has considerable expertise in valuation issues. Ron is called upon to serve as an expert witness in complex litigation matters. His clients include both United States citizens and citizens from other countries currently residing in the U.S.

Ron is a frequent speaker for professional organizations, including the San Diego Estate Planning Council, California CPA Society, The North County Bar Association, The La Jolla Estate Planning Trust and Probate Section, and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel. He has been a featured guest on a number of local radio shows and has published many articles in national professional journals.

He is the former chairman of the Personal Financial Planning Committee of the San Diego Chapter of the California Association of Certified Public Accountants, and past chairman of the La Jolla Estate Planning, Trust and Probate Section. Ron is a member of both the San Diego and North County Estate Planning Councils. He serves on the Rady Children’s Hospital Foundation’s Estates and Trusts Committee. Ron also serves the San Diego Jewish Community Foundation on both the Estate and Tax Planning Council and the Finance Committee. He is a current member of the Board of the San Diego Museum of Photographic Arts, and formerly served as Chair of the San Diego Botanic Garden Foundation’s Finance Committee, and as Treasurer.

A native of Connecticut, Ron received his bachelors and masters degrees from the University of Connecticut. He has completed extensive post-graduate study at San Diego State University.

Ron enjoys painting and watercolors in his spare time, and his original artwork appears throughout Friedman Brannen’s office.

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Curriculum Vitae for Expert Testimony

Friedman Brannen LLP
3579 Valley Centre Drive, Suite 125
San Diego, CA 92130
Phone: (858) 794-2800
Fax: (858) 794-2899