Withum

AUGUST 24, 2023

The choice of where to establish one’s residency prior to a liquidity event can have far-reaching implications regarding income taxes and personal financial goals. 1202 Trust planning Compensation vs. Sec. Make sure you are considering the type of income when implementing state income tax planning techniques.

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CPA Practice

SEPTEMBER 20, 2024

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CPA Practice

SEPTEMBER 3, 2024

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CPA Practice

AUGUST 26, 2024

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Rhode Island 52

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CPA Practice

JULY 1, 2024

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CPA Practice

JULY 19, 2024

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Rhode Island 52

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CPA Practice

JULY 31, 2023

The new promotions touch the firm’s offices in both Pittsburgh and Columbus, and they reach across several areas of the firm’s service offerings, including the firm’s Tax, Audit and Consulting practices, as well as the Merger and Acquisitions/Transaction Advisory practice. He is a licensed CPA and a member of ACG San Francisco.

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