I have more than 30 years of experience dealing with the issues facing high-net worth family groups and their closely held businesses. I provide financial statement and tax compliance services. My clients include large regional real estate groups, national distribution companies, financial services companies, and personal service companies, as well as multi-generational high-net worth families and their related trusts, estates, and private foundations.My expertise includes crafting solutions for highly complex accounting and tax issues while maintaining harmony among all interested parties. I bring a breadth of expertise in managing expectations, quantifying results, and adjusting various financial plans to help clients achieve their long-term goals.
Listed skills include Accounting, Tax, Real Estate, Finance, and 16 others.