Stuart (Stu) Weinstein, CPA
Principal
sweinstein@rina.com  

Through his many years of experience, Stu has developed an expertise in complex business and personal financial planning matters. He currently provides his clients with services that include corporate tax compliance and planning; as well as personal tax, financial and investment planning. This entails such issues as investment diversification, option exercise, charitable and intra-family gifting, hedging, tax efficient investing, business succession and retirement planning.

Stu’s passions include fishing for trout and steelhead, golf, gardening, travel and community service.

Industry Specialties
Food Manufacturing & Distribution
Real Estate
Not-for-Profit Organizations

Service Specialties
Multi-State Tax Reporting for Corporations and Individuals
Tax Reporting of International Transactions
Corporate Tax Planning
Succession Planning & Exit Strategies
Business Entity Formation
Family Tax & Estate Planning
Private Foundations
Board and Committee Support and Consulting

Education/Credentials
University of California, Santa Barbara
University of California, Berkeley School of Business, 1968
CPA License, 1971

Professional/Civic Organizations
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
CAMICO Mutual Insurance Company – Director & Member of the Governance Committee, Chair of the Audit Committee,and Member of the Claims Committee
California Society of CPAs Group Insurance Trust – Trustee & Chair of the Claim and Plan Design Committee
Aaron and Marie Blackman Charitable Foundation – Director & Member of the Investment Committee
Rhoda Goldman Plaza – Member of the Audit Committee

BACK TO OUR TEAM