Michael Rosenthal, CPA*
PARTNER DEVELOPMENT
*inactive
After earning his Bachelor’s degree in Business Economics from UCLA, Michael started his career in 1981 at Deloitte where he became a CPA and CFP. Five years later, he left accounting to start his first entrepreneurial venture in the financial planning business.
With several of his former associates from Deloitte he shortly
thereafter started CPAgents, a life and health insurance agency.
Working throughout the country with CPA firms and their clients,
CPAgents became an Inc. 500 and Inc. 5000 company. In 2009, it
was acquired by the Leavitt Group.
After the acquisition, Michael pursued other ventures. With a partner, he built another successful health insurance brokerage business which became an Inc. 5000 company in 2019 and 2020.
As a result of the No Surprises Section of the 2021 Consolidated
Appropriations Act (CAA), Michael once again saw an opportunity to assist CPA firms with their business clients. This lead to him joining GBS in 2024, to bring the Welfare Benefit Plan Fiduciary Assurance Program to CPA firms nationwide. GBS is well positioned in this area to assist employers fully comply with their fiduciary requirements under ERISA, in addition to providing best in class services for the ongoing management of a company’s overall employee benefit program.