Partner, Cpa
CurrentSandi's client service focus has been directed towards estates, gifts & trusts; and the business professional and financial services industry. This includes family offices, investment advisors, private equity funds, mortgage bankers, investment banking firms, broker dealers, and insurance companies. Sandi assists closely held companies and their owners with tax planning and compliance needs. She has significant expertise in entity selection, entity structure, ownership changes, mergers and acquisitions, succession planning, and estate planning.Her areas of expertise include Business Taxation, Partnerships, Mergers & Acquisitions, Estate, Gift & Trust, and Individual Taxation.