Certified Public Accountant

Provides strategic advice to his 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, he synthesized the work of various related professionals to integrate several planning strategies into solutions that maximize value

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; 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