Maximize your refunds with our trusted tax services.
Maximize your refunds with our trusted tax services.
40+ years experience in the Securities and Commodities Industry, Real Estate, International taxation, preservation of wealth for individuals, taxation and accounting-auditing issues and filings. 9 years with Big 4 CPA firm in tax and audit groups. Former CFO Hedge Fund of 500 million master off shore fund with US Feeder and International Feeder structure. Written and had published various articles relating to the taxation of complex financial products. Expert witness testimony for complex tax structures. Lecturer; CPA, BA, MBA, MST.
Specialties: Taxation of proprietary options trading firms. PCAOB Audit standards for SEC, NFA filings, Broker Dealers, Investment Company Audits. Non Profit filings as well as HUD Audits and REAC filings. Onshore and Offshore Master Feeder Funds background, structuring and implementation. Film Industry background, Professional sports.
Former Teacher, Educator and NCAA II coach.
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141 W Jackson Blvd Suite 1711, Chicago, IL, USA
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