As a Managing Director and the head of the New York Personal Tax Group I provide tax solutions and guidance to high-net-worth individuals, families, and trusts. I oversee a team of tax professionals who deliver personalized and comprehensive tax services to our clients, including tax preparation, filing, planning, and representation.
My Experience
I have over 28 years of experience tax with a proven track record of guiding high-net-worth clients through the complexities of tax planning. I have many insightful contributions to industry publications.
Education
- St. John's University, Bachelors Degree in accounting
- University of Hartford, Masters in Tax
Financial Credentials
- EA (Enrolled Agent with the IRS)
- CFP (Certified Financial Planner)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!