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At Niman & Associates, we believe that three core values drive our business and our service to clients. These are Professional Expertise, Client Focus, and Superior Quality.


We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

No 'joke': SocGen admits fault, pays $50 million in U.S. fraud case

The logo of Societe Generale Private Banking is seen at an office building in ZurichSociete Generale agreed to pay a $50 million civil fine and admit to misconduct to settle U.S. claims that it fraudulently concealed from investors the poor quality of residential mortgage-backed securities it marketed and sold. In a statement on Friday, the U.S. Department of Justice said the French bank concealed problems in a $780 million debt issue it arranged in 2006, and which has since left investors with "significant losses" that may grow further. The debt issue, SG Mortgage Securities Trust 2006-OPT2, was backed by subprime loans from Option One Mortgage Corp, then a unit of tax preparer H&R Block Inc .


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City chief plays down Brexit risk as banks move jobs

Mark Boleat, City of London policy chief, poses for a photograph following an interview with AFP, outside the Guildhall in London on January 20, 2017The City of London's policy chief played down Brexit risks for the world's top financial hub in an interview with AFP on Friday, even after a string of banks said they may have to shift jobs from London. "Brexit won't be... so damaging as to risk London's status," Mark Boleat said, while acknowledging there would be "a loss of tax revenue and... a loss of jobs" as Britain prepares to leave the European Union. "I am sure London will be the leading global financial centre whether Britain is in the European Union or not.


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Business euphoria over Trump gives way to caution, uncertainty

Trump speaks to diplomats and guests at the Presidential Inaugural Committee (PIC) Chairman's Global Dinner in WashingtonBy Patrick Rucker and Sarah N. Lynch WASHINGTON (Reuters) - Early optimism among business lobbyists and executives that Donald Trump's election heralded better days has slowly given way to uncertainty as the president-elect fires off mixed and sometimes confusing messages on healthcare, taxes and trade. Some of that has frayed as questions arise over the nuts and bolts of Trump's campaign promises, although many in the business community said they remained optimistic. Doubts deepened over the weekend as Trump declared he would replace President Barack Obama's signature healthcare plan known as Obamacare with "insurance for everybody" - a goal far beyond Republican designs - and criticized a key component of a plan in Congress to overhaul corporate taxes.


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Budget pick Mulvaney acknowledges payroll tax lapse

FILE - In this Sept. 21, 2016 file photo, Rep. Mick Mulvaney, R-S.C. speaks on Capitol Hill in Washington. Mulvaney, President-elect Donald Trump’s choice to run the White House budget office, failed to pay more than $15,000 in payroll taxes for a household worker more than a decade ago, prompting the Senate’s top Democrat to issue a statement saying the lapse should disqualify his nomination. (AP Photo/Alex Brandon, File)WASHINGTON (AP) — Rep. Mick Mulvaney, President-elect Donald Trump's choice to run the White House budget office, failed to pay more than $15,000 in payroll taxes for a household worker more than a decade ago, prompting the Senate's top Democrat to issue a statement saying the lapse should disqualify his nomination.


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Finance industry's 'worst case' on Brexit spurs contingency plans

By Anjuli Davies and Andrew MacAskill LONDON (Reuters) - Britain's financial services will accelerate plans to move some business overseas after Prime Minister Theresa May said on Tuesday the country will quit the European Union's single market. Businesses have been calling for clarity on what Britain's relationship with Europe will be before deciding how to reshape their operations, but most major firms are now set to relocate some business to ensure they can still trade with Europe. London's future as Europe's financial center is one of the biggest issues in Brexit talks because it is Britain's largest export sector and biggest source of corporate tax revenue. Full Article


Nasdaq hits record; bank earnings validate Wall St. rally

Traders work on the floor at the close of trading at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S.Wall Street has surged since President-elect Donald Trump's unexpected election victory on optimism he will cut corporate taxes, spend on infrastructure and deregulate banks. With stocks trading at price-to-earnings valuations well above historical averages, many investors believe further gains will depend on S&P 500 companies handing in strong report cards over the next several weeks. The S&P financial sector has jumped about 17 percent since the election, far outpacing the S&P 500's 6-percent rise.


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Nasdaq hits record; bank earnings validate Wall St rally

Traders work on the floor at the close of trading at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S.Wall Street has surged since President-elect Donald Trump's unexpected election victory on optimism he will cut corporate taxes, spend on infrastructure and deregulate banks. With stocks trading at price-to-earnings valuations well above historical averages, many investors believe further gains will depend on S&P 500 companies handing in strong report cards over the next several weeks. The S&P financial sector has jumped about 17 percent since the election, far outpacing the S&P 500's 6-percent rise.


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As they go electric, auto giants vie for tiny US prize

The all-electric Chevrolet Bolt EV, with a range of 238 miles (380 kilometers) on a charge, comes in under $30,000 -- after a federal tax rebateThe auto industry's push into electric vehicles is turning an important corner in 2017 with the arrival of longer-range, battery-powered cars at more accesible prices. This year could see as many as 20 new and updated electric cars models on US showroom floors, Kevin Riddell of the research company LMC Automotive told AFP. The all-electric Chevrolet Bolt EV, with a range of 238 miles (380 kilometers) on a charge, comes in under $30,000 -- after a federal tax rebate -- and already is on the market in two states with a nationwide rollout expected in the spring.


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India's top court throws out case alleging Modi took cash payments

India's Prime Minister Narendra Modi arrives to launch a digital payment app linked with a nationwide biometric database during the "DigiDhan" fair, in New DelhiBy Suchitra Mohanty NEW DELHI (Reuters) - India's Supreme Court on Wednesday threw out a case brought by an anti-corruption lawyer that accused Prime Minister Narendra Modi of accepting suspicious cash payments, dealing a blow to an opposition leader who had latched on to the case. A panel of judges found that there was too little evidence to go on, deflating Rahul Gandhi's warnings late last year that he would cause an "earthquake" by unveiling proof that Modi was corrupt. In the event, it transpired that the heir apparent to the leadership of the opposition Congress party was referring to a case already before India's highest court that relied on evidence recovered in income-tax raids on two corporate houses.


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Boeing, lobby group team up to defend $8.7 billion in state tax breaks

The Boeing Company logo is projected on a wall at the "What's Next?" conference in ChicagoBy Alwyn Scott SEATTLE (Reuters) - A dispute over $8.7 billion in Washington state tax breaks is heating up after Boeing Co joined a new lobbying group set up to preserve the industry incentives, the biggest in U.S. history. The group, launched on Tuesday, opposes efforts to make the aerospace tax breaks, passed in 2013, dependent on Boeing maintaining minimum employment levels in the state. The new group, Aerospace Works for Washington, will be a "megaphone" to warn that jobs are at risk, said Maud Daudon, chief executive of the Seattle Metropolitan Chamber of Commerce, which is leading the effort.


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Grant N. Niman - Founder, President & CEO

Grant Niman is the founder of Niman & Associates, Inc. Grant began his career with the Internal Revenue Service, and subsequently spent four years at Price Waterhouse in the Entrepreneurial Services Group. Grant then worked with BDO Seidman where he was part of the firms national committee for state and local taxation. He was a founding partner of Raimondo Pettit Group, where he specialized in assisting high wealth individuals and closely held corporations with tax planning and wealth preservation strategies.

Grant formed Niman & Associates in September 2008, with the focus on providing value added services to high net worth individuals, families and closely held businesses.

His expertise encompasses the areas of business management, estates and trusts, and in particular assisting families in the sound accumulation and transition of wealth. His family office services include multi-generational planning, tax and estate planning as well as day-to-day operations.

Grant is a graduate of the University of California at Santa Barbara, and has over 25 years of public accounting experience. He is a Certified Public Accountant licensed to practice in California. He is a member of the Tax and Personal Financial Planning Sections of the American Institute of Certified Public Accountants, and holds their Personal Financial Specialist designation. He is also a member of the California Society of CPAs and the South Bay Estate Planning Council.

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Jennifer A. Shafer
Managing Director

Jennifer Shafer is Managing Director at Niman & Associates, responsible for the overall management and operation of the firm and for client satisfaction. She worked as a tax manager at Raimondo Pettit Group responsible for estate and trust tax matters, and together with Grant and Carol Raimondo formed the nucleus of one of the most-respected...Continue Reading

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Gregory E. Breen
Director of Tax Services

Greg Breen is Director of Tax Services at Niman & Associates. He specializes in corporate and business taxation, having worked for the last two decades in internal tax management positions for several multinational businesses, most recently IBM. Before joining industry, Greg worked as a Senior Manager with Price Waterhouse, having spent...Continue Reading

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Carol Raimondo
Director of Estate & Trust Services

Carol Raimondo is Director of Estate & Trust Services at Niman & Associates. Carol was a founding partner of Raimondo Pettit Group, prior to that, she was the director of the tax practice of the Torrance office of BDO Seidman. She also worked with KPMG Peat Marwick and a local accounting firm. Her expertise includes business structure...Continue Reading

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Linda L. Quane
Director of Accounting Services

Linda Quane is Director of Accounting Services at Niman & Associates. In that position, she is responsible for overseeing our compilation, review and other assurance projects, and ensuring that those projects comply with regulatory and technical guidance. Linda is a Certified Public Accountant licensed to practice in California and...Continue Reading

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Our Core Values

At Niman & Associates, we believe that three core values drive our business and our service to clients. These are Professional Expertise, Client Focus, and Superior Quality.

Professional Experience

We are a new firm yet with years of experience. Our expertise comes from the skills and capability of our employees, all of whom have a number of years working in a client-centered environment. Beyond competence and a commitment to excellence, our employees also share a commitment to ethical behavior and integrity. We believe integrity is essential to our success and the continued success of our clients.

Client Focus

Clients are the lifeblood of our business and the reason we exist, and they are deserving of our respect. We believe that respect for our clients dictates that we have a continuing awareness of our clients situations, that we be responsive (both in timeliness and in relevance), that our advice take into account the clients business environment and values, and that fees we charge be expected and reasonable. Being client-focused also means that we understand our role as a member of a clients financial advisory team and we work to be sure that clients receive solutions that address overall needs, and not merely academic discussions of tax rules.

Superior Quality

We focus on a limited set of services and do them well. Our primary focus is the family or closely held business and its owners. We provide estate and income tax planning and compliance services, business management services, and financial accounting. We also provide ancillary services. Our objective is to ensure that client wealth is preserved with the ultimate goal of allowing clients the desired degree of control over the ultimate disposition of those assets. We pride ourselves on our continued ability to deliver differentiated service to our clients.

Professional Services

Family Office Services

Family Office Services...A family office involves centralized management of the financial affairs of an individual or family (typically spanning more than one generation). The user of family office services often wishes to focus on entrepreneurial, financial, creative or charitable projects without having to be concerned about business or tax affairs. Niman & Associates family office services provide a number of benefits to individuals and family members: summarizing and analyzing information so that clients are freed up to make higher level decisions; alignment of wealth planning objectives and financial management; estate planning; asset allocation; and outsourcing of reporting obligations. Family office services can include:

  • Lifestyle management: bill paying, cash flow management, succession planning, and budgeting.
  • Integrated planning: tax planning and compliance; wealth management and multi-generational planning; cost analysis; and estate planning,
  • Risk management: liability management, insurance analysis and oversight
  • Philanthropy: assistance with setting philanthropic vision; foundation management; personal giving
  • Family continuity: managing and accounting for family assets; education, coaching and facilitation
  • Succession planning: development and monitoring of management succession plans

Estate & Trust Services

Estate & Trust Services...Estates and trusts are governed by the California Probate Code and are subject to oversight by the California courts. Niman & Associates has substantial experience in preparing accounts and reports that comply with the exacting legal requirements of the Probate Code. We will work with attorneys, trustees, financial intermediaries and advisers, and others to plan and maintain trusts. The comprehensive services offered by Niman & Associates include the following:

  • Development of gifting strategies
  • Review of estate planning documents
  • Preparation of fiduciary accountings
  • Preparation of estate returns, gift tax returns, and fiduciary and charitable trust income tax returns
  • Representation of clients before the IRS in estate and gift tax matters
  • Assistance with asset allocation
  • Sub-trust funding assistance
  • Planning for estate tax minimization

Business & Individual Tax Service

Business & Individual Tax Service...Niman & Associates provides a full array of tax services. In addition to helping individual clients to comply with federal and state tax filing requirements, Niman & Associates has significant experience with the tax compliance issues of corporations, limited liability companies, partnerships, and not-for-profit organizations. Our expertise includes assistance to the multi-jurisdiction entity, and we offer multi-state and international tax compliance and planning services. Tax preparation services include the preparation of income tax returns, property tax renditions, business license forms, and payroll and sales tax returns; the computation of estimated taxes; and projections of estimated tax exposure and liability.

Accounting & Consulting Services

Accounting & Consulting Services...Accounting and consulting services. Niman & Associates has substantial experience in tax planning, consulting and accounting services. We provide accounting and bookkeeping services including write up work and financial statement preparation, both for businesses and (increasingly) for individuals who actively manage their financial affairs. This compliments the tax planning as one element of overall financial planning. We integrate these services with our clients long term objectives, and look for all alternatives to a given course of action. Our services include overall tax minimization for individuals and families and their ventures; assistance with corporate and entity structures; and the review of tax strategies, investments and insurance coverage. While we consult on insurance, investments and mortgage vehicles we do not sell, receive commission or any other remuneration on client decisions.

Taxes

Banking & Budgeting

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Insurance

Real Estate

Career & Work

Family & Home

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Physical Address

Niman & Associates, Inc
2260 E. Maple Ave.
El Segundo, California 90245

Driving Directions

Phone & Facsimile

Phone: 310.535.9000
Facsimile: 310.535.9119

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Office Hours

Weekdays, 8-5PM PST

Contact the CPA Firm

Grant N. Niman

Founder, President & CEO

Extension: 206Grant Niman  vCard

Carol Raimondo

Director of Estate & Trust Services

Extension: 210Carol Raimondo  vCard

Linda L. Quane

Director of Accounting Services

Extension: 208Linda Quane  vCard

Jennifer A. Shafer

Managing Director

Extension: 202Jennifer Shafer  vCard

Gregory E. Breen

Director of Tax Services

Extension: 209Greg Breene  vCard

Kathleen Parker

Associate

Extension: 205Kathleen Parker  vCard

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