16+ years of experience in sophisticated and diverse business environments developing, advising and implementing tax strategies, budgets, financial management, intergenerational planning, managing teams, spearheading special projects, developing solutions for issues unique to HNW and UHNW families and various other areas within the personal and corporate financial realms.
Specialties:
- Business Advisory and CFO services for start-ups through established, multi-state businesses: financial statement preparation and analysis, develop internal controls and a/p, a/r and payroll systems, implement purchase order systems, advise on workflow, financial modeling with both cyclical and inconsistent revenue streams, expense forecasting, s/t & l/t budgeting, forecasting, variance analysis, etc.
- Tax optimization strategies for LLCs and S-corporations coordinated with comprehensive personal tax planning to increase net profits, overall bottom lines and savings (personal, college, retirement, etc.)
- High net worth clients - full life cycle business management/family office services, customized on a client-by-client basis
Sampling of client/industry experience:
- Advertising/marketing/production companies
- Attorneys/Law firms
- Cannabis
- C-level executives of both private and Fortune 500 companies
- Entertainment industry (TV, film, musicians, producers, authors, directors, theater professionals)
- Financial services
- HNW and UHNW
- Medical professionals
- Professional athletes
- Real estate
Member of the AICPA, NYSSCPA
Cannabis Industry Committee Member @NYSSCPA