Experience

I have a decade of experience spanning both public accounting and business management. While my career has covered diverse tax areas, I focus in tax planning and strategy for complex individual and family tax matters, including gift, trust and estate considerations.

 

Prior to starting my own firm, I worked on providing tax solutions for Fortune 500 executives, employees with equity compensation, investors, high-profile entertainment stars, families navigating multi-generational wealth, partners/shareholders in pass-through entities, self-employed individuals, owners of rental properties, and other financial profiles.

Credentials & Education

• Certified Public Accountant (CPA) in the state of New York since 2017

• Rutgers Law School: Juris Doctor

• Baruch College: Master of Science, Accounting

• Cornell University: Bachelor of Science, Industrial and Labor Relations, minor in Business

Beyond the Numbers

I am an avid sports enthusiast. Having played tennis and roller hockey in college, I now find great fulfillment in mentoring younger athletes. Above all, I enjoy spending quality time and making memories with my friends and family.