New York Office
1301 Avenue of the Americas, New York, NY 10019
Audit, assurance, tax, trust and estate, family governance and asset protection services are fundamental to you and family, your business and investments. They prepare you to act on opportunity, manage risk, and maintain compliance. A strong advisory partner adds intellectual bench strength to your team. CohnReznick will help you address every circumstance with discrete services or holistic integrated solutions.
I am a Director in CohnReznick’s Trusts and Estates Practice, based in the firm’s New York office. With more than 25 years of experience, I specialize in the delivery of domestic and international private client services to enable high-net-worth individuals and families to maximize their new or generational wealth. I provide strategic advice to my clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, as well as family structure consulting. Through many years in practice, I synthesized the work of various related professionals, and their firms integrate several planning strategies into solutions that maximize value.
I am a frequent lecturer and author of articles published through professional forums on topics including 1041/706/709/3520 & 3520-A returns, fiduciary taxation including foreign trusts, international estate planning and administration, fiduciary taxation, grantor charitable lead trusts, business succession, generation-skipping transfers, Chapter 14 and carried interest estate planning for private equity and hedge fund principals and private placement life insurance.