Doug is a tax partner in the firm’s private client group based out of the New York offices. Doug works with high net worth individuals and family offices to understand their goals. He develops and implements strategies to help them achieve those goals and minimize current and future tax liabilities.
- Focuses on tax consulting and compliance services for high-net-worth individuals and family offices
- Currently responsible for managing the overall tax compliance for a single family office operating as a virtual family office
- Extensive experience in planning and compliance for outbound international tax issues in order to reduce the taxpayer’s global tax footprint
- Specialties include high net worth taxpayers in the asset management industry
- Provides ongoing communication with clients regarding changes in tax laws and timely planning opportunities
- Assists with federal and state income tax audits, examinations and appeals processes
- American Institute of Certified Public Accountants
- New York State Society of CPAs
Location
New York
Education
Master of Science in taxation
Bachelor of Science in accounting
University at Albany, State University of New York