TAX FREE INCOME
realized by client through multi-year strategic planning for conversion of traditional IRA to Roth IRA
I serve as a tax and business advisor to family-owned businesses. I help CFOs and owners of small to medium size C corporations, S corporations and limited liability companies (LLCs) solve complex tax matters. I excel at serving businesses in the wholesale/retail sector, however my industry tax experience also includes broker dealers, investment partnerships, digital advertising, chemicals, restaurants and real estate.
My specialties include individual and business tax advisory, planning and compliance, as well as introducing my clients to the right Aprio advisors and services that can help them achieve their financial goals. I apply my technical expertise to ensure that my clients pay the lowest tax bills possible and I make myself accessible to answer questions regardless of the size of the client’s business. As a tax director I spend my days, conducting income tax technical compliance reviews, researching tax law and training, directing and mentoring Aprio tax team members.
I spent a decade on Wall Street as the Chief Financial Officer of a New York Stock Exchange member firm.
I earned my Bachelor of Business Administration in Accounting and my Master of Science Degree in Taxation from Bernard Baruch College, (CUNY).
I am an avid photographer and I create photographic wall art from objects that occur in nature.