Yana Weaver, MST, MBA, CPA

Partner, Tax & Advisory

[email protected]
714-569-1000

With over twenty years of experience in private and public accounting, Yana has extensive knowledge in many areas of taxation. She is serving clients in manufacturing, healthcare and real estate industries providing them with entity planning support, transaction structuring, practice entry and exit strategies, cross-border transactions and other important financial matters.

Yana’s area of expertise is U.S. international taxation and compliance. She provides international tax consulting to the firm’s foreign-owned corporate clients as well as US-resident clients doing business abroad.

Yana’s background includes, among other services, revenue recognition for tax purposes, Section 382 issues (Net Operating Losses), preparation and review of provisions for current and deferred income taxes under ASC 740 (formerly FAS 109 and FIN 48), analysis of overhead allocations for the purpose of uniform inventory capitalization rules (Section 263A), and related party transactions.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
Branch Vice Treasurer, 2018-2020, The Society of Trust and Estate Practitioners of Orange County (STEP-OC)
Member, The Society of Trust and Estate Practitioners of Orange County (STEP-OC)

Education:

M.B.A. degree in Finance, University of California, Irvine
M.S. degree in Taxation, Golden Gate University
B.S. degree in Business Administration with a Finance & Banking emphasis, Russian Economic Academy