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Service You Can Depend On, Experience You Can Trust

Brent D. Rose

Contact Me:
(866)-202-5154

Biography

Attorney Brent D. Rose helps individuals, families and businesses protect their most valuable assets and leave a legacy as well as serving others through many church callings and community service opportunities.

In addition to managing his own accounting, law and tax practice for over 30 years, he 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).

He has also 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 those clients against the actions of the IRS, CA FTB and Utah State Tax Commission.

Brent has also assisted taxpayers and examined tax returns while serving for over 10 years with the IRS, including 6 years as an Estate and Gift Tax Attorney.

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 considers himself a "Californian with Utah pioneer roots" as he has lived, provided community service, and worked in the San Francisco Bay area (in the early 1980's and 1990's) as well as lived 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.

Brent has served as Of Counsel, mentor and friend to Phil Shekerlian for over 10 years.

Last, but not least, Brent lives in Irvine and enjoys camping, 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), 2 sons-in-law and a grandson with hopefully more grandchildren on the way to enjoy and spoil.

Practice Areas

  • Tax Planning and Return Preparation

  • Estate Planning

  • Asset Protection

  • Business Formation and Reorganization

  • Tax Representation - Federal and State

  • Nonprofit

  • Probate

  • 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

Current Employment Position

  • Of Counsel, Attorney