Partner
CurrentAdvise clients on sophisticated tax strategies to ensure their business operations and investment approaches are optimized for tax efficiency. Spearhead a team of diverse tax professionals dedicated to serving affluent individuals and their business operations, as well as real estate professionals, portfolio managers and general partners of investment funds.Assist clients in structuring their businesses to maximize financial benefits and compliance.Reviewed tax structure papers, partnership agreements, and loan agreements to identify tax consequences of transactions.Assist clients with responses to federal and state notices by conducting research and contacting tax authorities.