Kristi D. Oates

Area of Focus
Kristi Oates is a Partner in Squar Milner’s Tax Department. She has over 20 years experience in public accounting and serves as a tax consultant specializing in real estate development, construction and syndication (both residential and commercial), financial institutions, equity participation, tenant-in-common associations (TIC’s), Non-Profit organizations, restaurants, franchises, affordable housing, technology, start-up companies, closely held businesses and high net worth individuals.

Business Experience
Kristi’s background includes diverse experience in the areas of multi-state partnerships, affiliated groups of companies, closely held corporations, multi-state corporations, and high net worth individual taxpayers.

With a strong focus on the interplay between company and individual, Kristi works to minimize overall taxes and maximize after tax profits for the affiliated group as a whole.

Prior to joining Squar Milner, Kristi worked as a tax consultant at Ernst & Young, LLP in Newport Beach. She was responsible for performing income tax services for various entities including real estate partnerships, multi-state consolidated corporations, and closely held companies.

Professional License and Accreditation
• Certified Public Accountant, California
• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants
• Member, Building Industry of America (BIA)
• Member, Commercial Real Estate Women (CREW)
• Member, California Restaurant Association (CRA)

Education
• Bachelor of Science, Accounting, Leventhal School of Accounting, University of Southern California (Honors)

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