The firm specializes in the taxation of high-wealth individuals, estates and trusts, and not-for-profit public and private foundations. It is also extensively involved with corporate and partnership tax planning for small and mid-size companies involved in a wide variety of industries. The firm has an auditing practice specializing in securities broker-dealer and hedge funds, as well as Public and Private Charities.

SERVICES :

Individual and Family Tax Planning

Broker-Dealer Audit, Accounting and Fund Administration

Hedge Fund Structuring and Management

Corporate and Partnership Structuring

Personal Financial Planning

Family and Small Business Services

Trust and Estate Taxation and Administration

Family Foundation Creation and Management

Not-for-Profit Audits and Tax Compliance