Overview
Ari specializes in providing tax advice, planning, and guidance to high-net-worth individuals, executives, and owners of small- to mid-market, privately held companies. His industry expertise extends across the real estate, healthcare, and professional services sectors.
Experience
Ari has more than 20 years of deep experience helping clients increase business profitability and personal wealth by coordinating their business and individual tax planning, estate and gift tax planning, and financial planning strategies. He also has extensive experience establishing and managing financial growth strategies for trusts, partnerships, S-corporations, and C-corporations. Ari has advised business owners from the start-up phase through expansion, purchase, and exit. On an individual level, he works closely with business owners to help them achieve their financial and estate planning goals pre- and post-exit.
Education & Affiliations
Ari earned a Master of Accountancy and a Bachelor of Business Administration degree from the University of Georgia. His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA).