Michael has over 10 years of experience providing tax planning, consulting and compliance services to High-Net-Worth individuals, Estates, Trusts and privately held businesses for a variety of industries with a concentration in real estate, private equity, technology and start-up industries. His entrepreneurial spirit provides tax planning strategies to seamlessly assist clients reach their overall financial goals including investment, retirement and estate strategies with the confidence, certainty and clarity they deserve.
Michael received his Master of Business Administration and his Bachelor of Business Administration from the Lubin School of Business at Pace University in New York. He is a Certified Public Accountant licensed in New York, California and Texas and is a member of the American Institute of Certified Public Accountants.
In the community
- American Institute of Certified Public Accountants (AICPA) - Member
- Texas Society of Certified Public Accountants (TXCPA) - Member
- California Society of Certified Public Accountants (CalCPA) - Former Member
- The New York State Society of CPA's (NYSSCPA) - Former Member