Overview
With over 20 years of valuable experience in accounting, tax, and financial planning, Larry has the ability to demystify complex issues related to trusts, estates, and foundations. He serves high-net-worth families, individuals, business owners, and executives seeking sophisticated estate, succession, income, and charitable tax planning, as well as family office services. Larry also serves as a trustee for numerous trusts and private foundations, coordinating both front- and back-office services, as well as the activities of investment advisors and legal counsel.
Experience
Many of his clients view him as their private CFO because he maintains close contact with them to anticipate their needs and provide clear guidance. Larry specializes in estate and trust planning, administration, family office services, and complex income tax planning. With over 20 years of experience in accounting, tax, audit*, and financial planning, he delivers effective solutions for trusts, estates, and foundations. Larry has extensive knowledge in advanced estate planning strategies, succession planning, income tax planning, and charitable giving. His skill set includes serving as a family office leader focused on private foundations and implementing complex income tax strategies.
Education & Affiliations
Larry earned a Bachelor of Science degree in Commerce with Distinction from the University of Virginia, and a Master of Business Administration with a concentration in Finance and Taxation from New York University’s Leonard N. Stern School of Business. He is a Personal Financial Specialist (PFS) and is licensed to practice before the United States Tax Court. Larry is also a member of the AICPA and NJSCPA and serves on the board of a large private foundation.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
