John Harvey, CPA,
John Harvey is the firmís owner and general securities principal.
Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor
of science degree in Accounting from the University of Southern
California (the Leventhal School of Accounting is consistently
ranked in the top five accounting schools by US News and World
Report). He began his career in 1989 with the Beverly Hills office of
Ernst & Young as a tax consultant to high net worth celebrities. Mr.
Harvey is a licensed CPA since 1991. Beginning in 1992, Mr. Harvey
worked as a tax consultant for Price Waterhouse and as a Senior
Manager with Deloitte & Touchť in Los Angeles.
Mr. Harvey is also licensed as a Registered Investment Advisor,
General Securities Representative and General Securities Principal
(FINRA series 24, 7, 66 and 63) and offers tenants-in-common properties
for investment through Sandlapper Securities (member
FINRA, SIPC), He is also a licensed Real Estate Broker in the state of
California. He is a member of the Tenant-in-common Association (TICA), National Association of
Realtors (NAR), Apartment Owners Association (AOA), and the California
Society of CPA's.
Mr. Harvey is an Elite Advisor for Cornerstone and has assisted
investors in the purchase of over $400 million in
tenant in common real estate. These credentials together with
his business knowledge and real world experience allow the firm to offer
in-depth real estate advice on section 1031
exchange replacement properties with a view to the effects of income
and estate taxation.
Mr. Harvey looks forward to answering any questions you may have regarding 1031 TIC properties and can be reached at
firstname.lastname@example.org or by phone at (714) 939-1031.
Trawnegan Gall is a General Securities
Representative at Cornerstone. After graduating from Pomona College with
a BA in History in 1990, he spent extensive time abroad working with
non-profits, specializing in the areas of strategic planning of
operations abroad, project management, development of personnel,
negotiation and problem-solving skills. Strong in factual analysis, he
also played an integral role in the areas of budgeting and financial
planning. But his passion has always been languages and linguistics. He
is functionally fluent in four languages, and in addition to European
languages, he has studied languages from the Middle Eastern, Asian, and
Pacific Islands groups.
Desiring to further broaden his abilities and bring
legal knowledge and methods to his work at Cornerstone, Mr. Gall is now
in the second year of a four-year JD legal program.
Mr. Gall looks forward to answering any questions
you may have regarding the services offered by Cornerstone and can be
email@example.com or by phone at (714)
Rodriguez has a Masterís Degree in Accounting from Keller Graduate
School of Business Management and a Bachelor of Science Degree in
Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public
Accountant (CPA). Please
donít hesitate to contact Joshua with any questions you might have
regarding U.S. taxation and he looks forward to working with you.
Solorzano is a Cornerstone tax consultant and has a degree in accounting from
California State University, Fullerton.
Evelyn Ybarra is a Cornertone assistant with a Bachelors of Science in
Accounting from California Sate University at Fullerton. Currently, she
is working towards her license as a Certified Public Accountant. While
in school she was an active member of the accounting society and is
still a member alumni.
Borisova has a Bachelors of Science in
Business Administration with a double major in Finance and Accounting
from California StateUniversity,
Long Beach. Miss Borisova has passed all four parts of the CPA exam and
is currently working towards satisfying the experience requirements of
the CPA professional license. She is a member of Golden Key
International Society and also of the CSULB Alumni Association. While in
school, Veneta Borisova was a part of Womenís Tennis Team at Fullerton College,
and appeared on the Deanís list for excellent grades. You can reach Miss
Borisova with questions Concerning U.S. Taxation or concerns about your
return, and she looks forward to assisting you in filing your return.
The firmís mission is to be the ďcornerstoneĒ in
the section 1031 exchange process by bringing to the investor
comprehensive information with respect to the section 1031 process and
tenants-in-common investments. As a result, our mission is to supply
independence and integrity to our investor clientele.
Real Estate Investment Services
Please contact us by e-mail at
Office (800) 781-1031, (714) 939-1031
Office (714) 939-1032
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