Profile

Ralph Bovitz, CPA, PFS

Certified Public Accountant, Personal Financial Specialist

Education

Wayne State University (Detroit, Michigan), Bachelor of Science in Business Administration (Accounting); Certified Public Accountant, Michigan and California; CPA/Personal Financial Specialist (PFS), accredited by the American Institute of Certified Public Accountants Specialization Board

Memberships

Member, California Society of CPAs; Chair of the California Society of CPAs Personal Financial Planning Committee-Los Angeles Chapter; Member, California Society of CPAs Board of Directors-Los Angeles Chapter; Member, Steering Committee of the California Society of CPAs Estate Planning Committee; Member, California Society of CPAs State Personal Financial Planning Committee, serving on the ElderCare Task Force and Personal Financial Planning Awareness Subcommittee; Member, American Institute of CPAs; Member, Michigan Association of CPAs; Member, American Institute of CPAs Tax Division; Member, American Institute of CPAs Personal Financial Planning Division.

Conferences

Strategies for the High-Income Individual Conference - Speaker

Tax Strategies for the High-Income Individual Conference - Speaker

New Commissions Law Conference - Planning

CPA’s Role in Planning for an Aging Society Conference - Planning

Personal Financial Planning Conference, 2000 - Chairman

Personal Financial Planning Conference, 2001 - Chairman

Personal Financial Planning Conference, 2003 - Planning

Personal Financial Planning Conference, 2005 - Planning

CPA’s Role in Planning for an Aging Society Conference - Planning

ElderCare in an Aging Society Conference - Planning

For the California Society of CPAs-Los Angeles Chapter:

Estate and Financial Planning for the Non-Wealthy - Chairman 

Publications

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