Trusted NYC metro-based Tax and Wealth Advisor for Business Owners, Executives & High Net Worth Families
Navigate complex tax matters and unlock long-term financial growth with tailored strategies from a seasoned CPA.
Our Services
Tax Strategy & Planning
Provocative strategies to reduce liabilities and enhance after-tax outcomes
Closely Held Business Advisory
Entity structuring, succession strategies, and multi-generational wealth preservation.
M&A and Exit Planning
Navigate transactions with tax-efficiency and future planning in mind.
High Net Worth Individual Services
Intergrated planning for income, estate, gifting, and philanthropic goals.
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