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)