As a CPA and a financial planner, I provide a holistic approach to taxation and financial analysis. My areas of expertise include retirement planning, taxes and difficult situations. I also specialize in equity compensation, business succession, and estate planning.
I work with clients to minimize their federal, state and local tax liabilities, and I also oversee complex tax research projects for a variety of clients. I love developing and delivering innovative financial planning ideas for clients. And I share my knowledge through workshops and presentations on taxes and financial planning.
Qualifications: CPA; CFP(r); MS Taxation