Overview
The primary focus of Drew’s practice is tax planning and advisory services for companies at every stage of the business lifecycle from startups to mature companies. He has vast experience serving businesses and owners in a variety of industries, including manufacturing and distribution, technology, software, international, wholesale and retail distribution, and professional services.
Experience
Through his 25 years of accounting experience serving both public and privately held companies, Drew has successfully represented both individual and commercial clients facing federal, state, and local tax audits. His specialties include tax planning for high-net worth individuals, families, and their businesses, tax structuring for M&A transactions, and cross-border tax planning and compliance for international companies. Drew works closely with clients to answer complex taxation questions, helping them gain an understanding of the potential outcomes of both business and personal financial decisions.
Combining his skills as a CPA and business advisor, Drew develops individualized plans to maximize wealth transfer across generations, including succession planning, estate tax minimization strategies, and retirement planning.
Education & Affiliations
Drew earned his Bachelor of Business Administration Degree in Accounting, Magna Cum Laude, from Pace University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).