Rocky Bhatia, CPA
Rocky Bhatia, CPA
Partner
Location: Brea, CA
Rocky has over two decades of tax experience in both public accounting and in industry. He has extensive experience in muti-state nexus studies, restructuring of entities to minimize the overall tax burden, international and cross-border taxation, and has assisted with federal and state tax audits; from pre-audit planning through negotiations and protest.
Most recently, Rocky was head of a multinational insurer and assisted the company to a $2B IPO; as well as advising a large private equity company on real estate transactions.
Rocky is a member of the AICPA tax Technical Resource Panel (TRP). The TRP is responsible for developing comments and acting as a liaison with various state tax authorities on new legislation, regulations and administrative matters.
Areas of Specialty:
- Multi-state nexus
- International and cross-border taxation
- Real estate transactions
- Federal and state tax audits
Education:
The University of Western Ontario – Richard Ivey School of Business
Masters of Business Administration, Cross Functional Leadership and General Management
Golden Gate University
Masters of Science in Taxation
University of Toronto
Bachelor’s – Accounting and Finance
Other Professional Licenses and certifications:
- Chartered Management Accountant (CGMA)
- Masters of Business Taxation
- Master of Business Administration
Professional Associations and Activities:
- Registered Certified Public Accountant (Illinois)
- American Institute of Certified Public Accountants