 Richard J. Schenkel, CPA
  Managing Shareholder  Rick Schenkel is the shareholder primarily responsible for the firm’s Business Consulting, Entertainment, and Personal Financial Planning Departments. Over the years, Rick has worked with individual clients, developing a unique understanding of their special needs. He has been a shareholder since 1985. The JourneyDuring his college years, when Rick wasn't studying accounting, he was hanging out at the Comedy Store. Richard Pryor and Steve Martin were some of his favorites, but the number one was Rich Little, master of impressions.
Rick took the stage on amateur night at the Comedy Store. He also worked at the Busch Gardens theater and emceed events at CSUN and private parties. But the pinnacle of Rick's career as a performer came as the disc jockey at the Tam O'Shanter Room at the Holiday Inn in the heart of beautiful downtown Van Nuys, on those wild nights known as "Disco Samba".
Not surprisingly, Rick's professional career is motivated by the people side of accounting. It's a rare talent in an industry that too often focuses only on numbers. Rick's approach has naturally led to an interest in personal financial planning, working with people to make the most of their financial opportunities. And it should be of no great surprise that Rick helped to develop Sobul, Primes & Schenkel's Entertainment Department. After all, he used to be in the business. Degrees, Certifications and MembershipsBachelor of Science in Accounting, California State University, Northridge (CSUN)
Admitted to Beta Alpha Psi, the National Honor Accounting Fraternity
Certified Public Accountant, 1980
Member: American Institute of Certified Public Accountants (AICPA)
Member: California Society of Certified Public Accountants (CalCPA)
Recipient: AICPA Certificate of Educational Achievement in Personal Financial Planning AppointmentsAccountant with large Los Angeles firm in 1978
Joined Sobul, Primes & Schenkel in 1981
Shareholder in 1985 Beyond the OfficeLives in Northridge with his wife, Isabel, and has two adult children, Heather and Adam
Grandfather to triplets: Emma, Jake and Dylan
Executive Board Member: Water Buffalo Club, a fundraising organization supporting various children's charities
Enjoys food, wine and travel, especially to Italy |
Accounting
Audit, review and compilation of financial statements
Bank loan requests and reports
Budgets, forecasts and projections
Business acquisitions, sales, reorganizations and mergers
Business entity formation, operation and dissolution
Business management
Estate and gift tax planning
Retirement plans
Tax examinations
Tax planning
Tax return preparation
Technology consulting
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