MANHATTAN | 360 Madison Avenue New York, NY 10017
LONG ISLAND | 100 Jericho Quadrangle - Suite 342, Jericho, NY 11753
As we move forward in a time of tremendous financial, social, and technological change, we continue to be driven by our mission to provide our clients with superior quality tax, accounting, and advisory services, by listening to their issues, solving their problems, and delivering innovative solutions that exceed their expectations. This mission ties to our mantra of Listen. Solve. Do. and extends beyond our clients, as we strive to also serve our people and our community by providing support and guidance that empower and drive success.
I am a Tax Partner and a member of the Executive Committee, specializing in international taxation. I create strategic domestic and international tax minimization opportunities for my clients, who are high net-worth global business leaders and multi-generational families. I regularly structure both the holdings and transactions in their non-U.S. corporations, trusts, estates, and other entities. These frequently include diversified real estate, private companies, and other alternative asset classes. I work with a variety of international families on investment strategies, including cryptocurrency.
My clients include many foreign nationals with residencies that span the world, including Europe, Asia, the Middle East, South America, and Africa. I regularly work collaboratively with their legal counsel and family offices, and find that a team-centric approach is the best path to value creation.
I earned the prestigious TEP designation (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). STEP is the leading international professional body of advisors on the structuring of assets by individuals, families, and businesses across the generations. STEP has 20,000 members across 95 countries, and less than 20 of the NY chapter’s 300 members are CPAs.
I began my career with Ernst & Young and Pricewaterhouse Coopers, and later was a partner in another New York CPA firm, where I led the international tax and personal advisory practices. I also worked in the private sector as the Principal International Tax Analyst for Timken Corporation (NYSE: TKR), a $2 billion manufacturer, for which I traveled to China, Japan, and Mexico on international acquisition and restructuring projects.