1. DAVID NAZARIAN COLLEGE OF BUSINESS AND ECONOMICS
The David Nazarian
College of Business and
Economics at California
State University, Northridge
is dedicated to educating
the leaders of tomorrow.
By offering a challenging
curriculum, smaller class
sizes, state–of–the–art
facilities and nationally
recognized programs, the
College offers a truly unique
educational experience.
Access to prominent alumni
and influential business
leaders provides students
the opportunity to network
with and learn from
successful individuals.
DEPARTMENT OF ACCOUNTING AND INFORMATION SYSTEMS
Aside from offering the graduate degree in taxation, the Department of Accounting and
Information Systems offers a graduate degree in accountancy, as well as two undergraduate
degrees: a Bachelor of Science in Accountancy and a Bachelor of Science in Information
Systems. The programs are known for being rigorous and have a strong reputation for
producing graduates who have both technical proficiency, as well as skills in critical thinking,
teamwork and communication.
CONTACT INFORMATION
BOOKSTEIN INSTITUTE
FOR HIGHER EDUCATION IN TAXATION
California State University, Northridge
David Nazarian College of Business and Economics
18111 Nordhoff St.
Northridge, CA 91330-8372
Juniper Hall 11112
Phone: (818) 677-3600
Fax: (818) 677-4892
booksteininstitute@csun.edu
www.csun.edu/Bookstein-institute
arvey Bookstein has more than 40 years of public
accounting experience and is a co–managing partner
of RBZ, LLP. Throughout his career, he has provided
accounting, tax and business consulting services to clients in
the real estate industry. He also works with high-net-worth
individuals, their families and closely held businesses. Harvey
specializes in a method he has developed and registered as
“Therapeutic Accounting®,” which deals with the personal and
business issues that can occur with family and closely held
businesses.
Beyond his commitment to his clients, Harvey currently serves
on the Board of Directors for CSUN’s University Corporation,
the California State University, Northridge Foundation, David
Nazarian College of Business and Economics Advisory Board
and Mitos Pharmaceutical, Inc. He is the past president
and board member of Los Angeles Telecommunications
Commission and past chairman of United Cerebral Palsy/
Spastic, Children’s Foundation of Greater Los Angeles/
Ventura. He is also the Chairman of JHI (an affiliation of
more than 100 accounting firms worldwide) and former vice
chairman of the JHI Region of the Americas committee.
Bookstein is a member of the American Institute of Certified
Public Accountants and the California Society of Certified
Public Accountants.
He graduated with a Bachelor of Science degree from CSUN.
In 2005, he and his wife, Harriet, established the Harvey and
Harriet Bookstein Chair in Taxation within the David Nazarian
College of Business and Economics. This endowment also
supports the Bookstein Institute for Higher Education in
Taxation.
“MY GOAL IS TO
EMPOWER OTHERS
TO REACH THEIR
POTENTIAL IN THE
FIELD OF TAXATION
AND TO SERVE
THE UNMET TAX
NEEDS OF THE
UNDERPRIVILEGED
IN OUR
COMMUNITY.”
Harvey Bookstein, ’70 CPA
(Business Administration)
H
ABOUT THE DONOR | ALUMNUS HARVEY BOOKSTEIN
am delighted to welcome you to the Bookstein Institute
for Higher Education in Taxation. The Bookstein Institute
serves as a dynamic and innovative focal point for tax
education, scholarship and service throughout Southern
California since 2005.
As part of the David Nazarian College of Business and
Economics at CSUN, the Bookstein Institute provides
professional growth and development opportunities through
advanced studies in taxation, scholarly research, networking
events and service learning projects in taxation. The
Bookstein Institute promotes and supports activities that
encourage a greater understanding of the field of taxation.
Initiated and established by Los Angeles philanthropist,
co-founding partner of RBZ, LLP, Harvey Bookstein ’70
(Business Administration) and his wife, Harriet, the Bookstein
Institute has been instrumental in launching the Master of
Science in Taxation program. The efforts of those involved in
the Bookstein Institute enable us to lay the groundwork for
future programs focused on advancing tax education
for professionals.
As you read through this brochure, you will learn more about
the vibrant opportunities and unique services the Bookstein
Institute provides. We look forward to your participation in
this exciting undertaking.
DR. RAFI EFRAT, J.S.D., CPA
Bookstein Chair in Taxation
Director of the Bookstein Institute for
Higher Education in Taxation
PROFESSIONAL
GROWTH &
DEVELOPMENT
OPPORTUNITIES
ABOUT THE BOOKSTEIN INSTITUTE
FOR HIGHER EDUCATION IN TAXATION
I
THE HUB FOR EDUCATION, SCHOLARSHIP
AND COMMUNITY SERVICE IN TAXATION IN
THE GREATER SAN FERNANDO VALLEY.
THE
INSTITUTE
FOR
HIGHER EDUCATION
IN TAXATION

2. Inspired by the Bookstein Institute, in the fall of 2007 the David Nazarian
College of Business and Economics launched an advanced degree in taxation.
The degree was created to meet the needs of those employed in the field of
taxation who may require an advanced degree to achieve their career goals
and to excel in their profession.
The courses and seminars in the 18-month program have been carefully
designed, sequenced and integrated in order to deliver a cutting-edge
program that is narrowly tailored to meet the needs of the mid-career
professional in the field.
The small class size, accredited business school, top-notch faculty,
skills-based curriculum and convenient scheduling have all produced
a truly outstanding program.
The CSUN VITA (Volunteer Income Tax Assistance) Program provides free
tax preparation services to low-income taxpayers in the San Fernando Valley
and beyond. Formed in 1971, CSUN VITA is one of the oldest in the country.
Capitalizing on its extensive experience in providing free tax preparation
services, its engaged student volunteers, its deep ties in the community
and its supportive alumni, CSUN VITA has positioned itself as the largest
provider of free tax preparation services in the San Fernando Valley, serving
hundreds of low-income taxpayers each year.
THETAXCLINIC
The Bookstein Tax Clinic provides free federal tax controversy resolution
services to low-income taxpayers residing throughout the Los Angeles area.
Under the supervision of an experienced tax professional, student clinicians
serve low-income taxpayers who face a dispute with the Internal Revenue
Service. The Bookstein Tax Clinic also provides tax education to taxpayers
not proficient in the English language.
The Bookstein Tax Clinic cultivates young tax accountants who have
a refined sense of responsibility to serve the needs of others.
The CSUN Tax Development Journal sets a new standard in practitioner-based
tax scholarship as an innovative forum for intellectual discourse on emerging
issues for tax practitioners and policymakers. This student-run journal uniquely
combines tax expertise with scholarly discourse to provide timely, insightful
and important contributions to scholarly discussion in a broad array of
topical tax areas.
Through the generous contributions of the Bookstein Institute, the M.S. in Taxation
Program is offering several partial tuition scholarships to deserving students who
demonstrate financial need, excellence and promise.
The Cal State Northridge Tax Development Journal sets
a new standard in practitioner based tax scholarship as
an innovative forum for intellectual discourse on emerging
issues for tax practitioners and policy makers. This student
run journal uniquely combines tax expertise with scholarly
discourse to provide timely, insightful, and important
contributions to scholarly discussion in a broad array of
topical tax areas.
ed by Los Angeles philanthropist,
f RBZ, LLP, Harvey Bookstein (‘70) and
ookstein Institute has been instrumental
er of Science in Taxation program. The
ed in the Bookstein Institute enable us to
r future programs focused on advancing tax
onals.
his brochure, you will learn more about the
and unique services the Bookstein Institute
ward to your participation in this exciting
CAL STATE NORTHRIDGE
TAX DEVELOPMENT JOURNAL
NORTHRIDGE.”
Professor Robert Johnson
Managing Director, State Local Tax, KPMG, LLP
“THE PROGRAM HAS GIVEN ME THE SKILLS TO MOVE
FROM TAX PREPARATION TO STRATEGIC TAX PLANNING.
AS A RESULT OF THE COHORT FORMAT, I HAVE MADE
PROFESSIONAL CONTACTS THAT WILL LAST THE
REMINDER OF MY CAREER. THANKS TO THE PROGRAM,
I AM RAPIDLY LEARNING TO BRING ADDED VALUE TO MY
CLIENTS’ BUSINESSES WHILE
MINIMIZING THEIR TAXES.”
The courses and seminars in our 18-month program have been
carefully designed, sequenced, and integrated in order to deliver
a cutting-edge program that is narrowly tailored to meet the needs
of the mid-career professional in the field.
Our small class size, accredited College of Business and Economics,
top-notch faculty, skills-based curriculum, and convenient scheduling
have all produced a truly outstanding program.
“WAS CREATED TO
MEET THE NEEDS
OF THOSE EMPLOYED
IN THE FIELD OF
TAXATION”
“PROFESSIONAL
GROWTH
DEVELOPMENT
PORTUNITIES”
CSUN VITA PROGRAM
MASTER OF SCIENCE IN TAXATION PROGRAM
CSUN TAX DEVELOPMENT JOURNAL
 The Bookstein Tax Clinic provided me
sensational service. I feel the resolution
of my case created a win-win situation
for everyone.
Ron F.
Community Client
“
”
SCHOLARSHIPS
 Imagine a well-regarded graduate tax program
where you can redefine your career potential
and amplify your understanding of the field of
taxation through a practice-oriented and rigorous
curriculum taught by leading professionals from
the field. I am proud to be part of this innovative
program here at CSUN.
Professor Robert Johnson
Managing Director, State Local Tax, KPMG, LLP
“
”
I HAVE MADE
PROFESSIONAL
CONTACTS THAT
WILL LAST THE
REMAINDER OF
MY CAREER.
Leslie Sobol ’09 CPA, MST
Tax Partner, Lucas,
Horsfall, LLP
”
“