- Specialized in serving Private Equity and Ultra High-Net-Worth Individual clients- Lead project senior performed units offering analysis, tax basis calculation and cash flow analysis with cross-functional professionals for a $400 Million Private Equity IPO- Worked directly with team leadership on analyzing Partnership/Corporation agreements, tax treatments and allocations to minimize any potential risk of fines and penalties- Conducted analysis on bonds OID, bonds amortization, mortgage documents and market transactions for high-net-worth individual clients for income tax compliance, including Quarterly estimates and Year End projections analysis to mitigate risks of underpayment penalties- Conducted research and analysis on client-specific business and tax issues to identify and mitigate risks, often responding to IRS and state departments- Preparation of Federal, State and Local tax reporting

Real Estate Group