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 we truly believe that our success is a result of your success.
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Daily Financial News
Read our daily financial related news updated hourly.
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Our Team
Learn more about Grant Niman and our Associates.
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Our Core Values
Our core values are Professional Expertise, Client Focus, and Superior Quality.
-
Our Services
Learn more about the services we provide to people like you every day.
-
Contact
We would be happy to hear from you. Use our contacts page to get in touch with us.
Daily Financial News
Read our daily financial related news updated hourly.
Daily Financial News
- Column: What would private equity funds in 401(k)s mean for retirement savers?
- U.S. money market assets decreased in latest week: iMoneyNet
- Column: Spend or hoard? Fate of forced savings could define pandemic recovery - Mike Dolan
- Column: What COVID-19 is teaching us about how to reform Medicare
- Ackman says hedge fund up 27% year to date, dumped Berkshire
- Ackman says portfolio is up as much as 27%, sold Berkshire recently
- Starboard set to win eight board seats at GCP Applied Technologies: sources
- Northern Trust shutting fund; an outlier or sign of future risk?
- Retirement services provider Human Interest extends funding round to $50 million
- U.S. bank regulator finalizes new community lending rule
- Northern Trust shutting fund in latest prime money market stress
- Your small business and COVID-19 questions, answered
- U.S.-based stock funds post $3.2 billion weekly inflow: Lipper
- Florida business lender accused of accounting fraud settles with SEC
- U.S. stock funds shed $10.8 million in week: Lipper
Our Team
Learn more about Grant Niman and our Associates.
Grant N. Niman - Founder, President, and 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 firm's 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.
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
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.Continue Reading
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...Continue Reading
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Our Core Values
Our core values are Professional Expertise, Client Focus, and Superior Quality.
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 client's 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 client's 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.
Our Services
Learn more about the services we provide to people like you every day.
Our 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
Business Management Services
Our business management clients include actors, producers, screenwriters, directors, television personalities and studio executives, with services in both domestic and foreign locations. Our services include:
- Cash flow management; budgeting and tax planning for features and television series
- Management of guild payments, royalties, residuals, union payments and dues
- Agency and management commissions, expense reimbursements, relocation allowances, per diems
- Management of revenue from branding, merchandising, endorsements, commercials and digital media
- Estate and trust planning; assistance with establishing loan-out corporations
- Negotiation of major asset acquisitions (autos, homes, etc.)
- Health and liability insurance coverage and reimbursements
- Expertise with respect to child performers
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
Contact
We would be happy to hear from you. Use our contacts page to get in touch with us.
Contact Us
Niman & Associates, Inc
2260 E. Maple Ave.
El Segundo, California 90245
(Please check graphic above for exact location of our building.)
Phone & Facsimile
Phone: 310.535.9000
Facsimile: 310.535.9119
Office Hours
Weekdays, 8-5PM PST
Company Directory
-
Daily Financial News
- Column: What would private equity funds in 401(k)s mean for retirement savers?
- U.S. money market assets decreased in latest week: iMoneyNet
- Column: Spend or hoard? Fate of forced savings could define pandemic recovery - Mike Dolan
- Column: What COVID-19 is teaching us about how to reform Medicare
- Ackman says hedge fund up 27% year to date, dumped Berkshire
- Ackman says portfolio is up as much as 27%, sold Berkshire recently
- Starboard set to win eight board seats at GCP Applied Technologies: sources
- Northern Trust shutting fund; an outlier or sign of future risk?
- Retirement services provider Human Interest extends funding round to $50 million
- U.S. bank regulator finalizes new community lending rule
- Northern Trust shutting fund in latest prime money market stress
- Your small business and COVID-19 questions, answered
- U.S.-based stock funds post $3.2 billion weekly inflow: Lipper
- Florida business lender accused of accounting fraud settles with SEC
- U.S. stock funds shed $10.8 million in week: Lipper
-
Grant N. Niman - Founder, President, and 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 firm's 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.
Jennifer A. Shafer
Managing DirectorJennifer 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 ReadingCarol Raimondo
Director of Estate & Trust ServicesCarol 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.Continue Reading
Linda L. Quane
Director of Accounting ServicesLinda Quane is Director of Accounting Services at Niman & Associates. In that position, she is responsible for overseeing our compilation, review and other assurance projects...Continue Reading
Download vCard -
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 client's 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 client's 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.
-
Our 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
Business Management Services
Our business management clients include actors, producers, screenwriters, directors, television personalities and studio executives, with services in both domestic and foreign locations. Our services include:
- Cash flow management; budgeting and tax planning for features and television series
- Management of guild payments, royalties, residuals, union payments and dues
- Agency and management commissions, expense reimbursements, relocation allowances, per diems
- Management of revenue from branding, merchandising, endorsements, commercials and digital media
- Estate and trust planning; assistance with establishing loan-out corporations
- Negotiation of major asset acquisitions (autos, homes, etc.)
- Health and liability insurance coverage and reimbursements
- Expertise with respect to child performers
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
-
Contact Us
Niman & Associates, Inc
2260 E. Maple Ave.
El Segundo, California 90245(Please check graphic above for exact location of our building.)
Phone & Facsimile
Phone: 310.535.9000
Facsimile: 310.535.9119Office Hours
Weekdays, 8-5PM PST
Company Directory
