Leon Gendelman, CPA
Tax Partner, Professional Services
Aprio Advisory Group, LLC
Providing financial, tax, and business planning solutions to growing middle-market real estate, manufacturing, and distribution companies.
Who I work with
I provide comprehensive financial, tax, and business planning solutions to middle-market real estate, manufacturing and distribution companies. Many of my clients are families or individual property owners with large real estate portfolios.
My specialty
I specialize in sophisticated income tax, estate, and generational planning with the primary goal of helping my clients save as much on taxes as possible. I help my clients better structure their tax strategies for optimal tax efficiency and cost savings, while also providing them with a comprehensive plan for the next generation. In my work, I collaborate with a wide range of professionals — from attorneys to wealth advisors — to help my clients develop sound strategies that encompass their entire financial picture.
Results I have delivered
Saved a client close to $2 million with strategic real estate and tax planning.
Unique things about me
I am a native Russian speaker and an avid skier — Colorado and Utah are my two go-to skiing destinations.
When I am not at work
I enjoy playing golf and watching sports with my son.
Affiliations
I earned my Bachelor of Business Administration degree in Accounting from California State University, Northridge. Outside of the office, I proudly serve on the Board of the Harmony Project, which helps provide music education to youth from low-income families and under-resourced communities. I’m also a member of the California Society of CPAs, the American Institute of Certified Public Accountants (AICPA), and ProVisors.