Partner

Yunna Weinzerl, CPA, MST

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Bio

Meet Yunna

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.

Contact Yunna Weinzerl

Experience

Professional History

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
Q. What is it about accounting and consulting that first drew your interest?
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.
Q. What law or regulation in the accounting industry would you like to see changed?
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.
Q. What keeps you up at night?
A problem I cannot solve. I am not satisfied until we can bring a high value solution to our clients.
Q. Who is (or was) the most influential person in your life
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.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
This is an industry for the intellectually curious. To succeed you have to love learning.
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Industries Served
Yunna's Thought Leadership
Blog articles
Article
One of the biggest attractions of investing in real estate is the ability to offset your ordinary income with your rent...
Blog articles
Article
In the current economic climate, refinancing a mortgage can be a difficult undertaking. More and more buyers and seller...
Blog articles
Article
Congressman Dave Camp and President Obama have both proposed changes for real estate taxation. If passed, the changes c...