Yunna Weinzerl, CPA, MST

Bio

Yunna has over 20 years of public accounting experience, most of it in the real estate industry, including commercial and residential developers, builders, investors and land entitlement companies. She consults with clients on tax-deferred exchanges, entity selection, structuring transactions to defer or minimize taxes, tax credit analysis, debt restructuring, reorganization, exit strategies, transfers of wealth, and mergers and acquisitions.

Yunna’s experience also includes serving technology and middle-market companies, personal service corporations, and family wealth planning. She writes extensively for real estate trade and business publications, and is a featured speaker on real estate taxation. Yunna holds a Bachelor of Arts degree from the University of Latvia and a Master of Science degree in Taxation (with distinction) from Grand Valley State University in Michigan.

Experience

Associations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

University of Latvia
Grand Valley State University

Experience

BDO LLP
Seidman LLP

Q&A

When I first came to America, I found out I had to file a tax return. I went to an accountant and mailed in my taxes. I found it fascinating and decided to explore a career in taxation. It was either accounting or law and I decided on accounting. It interests me because it’s a combination of creativity and math. I get to use both my left brain and right brain.

I’d love to see more uniformity in taxation across the states. Right now states are so different in their taxation that it can get ridiculous. It would alleviate a lot of headaches if we can get some level of uniformity among the states.

A problem I cannot solve. I am not satisfied until we can bring a high value solution to our clients.

My grandmother was my role model. She carried herself with dignity and had a great attitude about life. She taught me the right way to treat people and I carry those lessons with me to this day.

This is an industry for the intellectually curious. To succeed you have to love learning.