Position:
Tax Partner - Estate, Trust and Exempt Organization Department at Kaufman, Rossin & Co.
Location:
Miami/Fort Lauderdale Area
Work:
Kaufman, Rossin & Co. - Miami/Fort Lauderdale Area since Nov 1984
Tax Partner - Estate, Trust and Exempt Organization Department
Coopers & Lybrand - Miami, Florida Sep 1979 - Nov 1984
Tax manager
Southeast Bank Nov 1972 - Sep 1979
Trust officer
Education:
University of Miami - School of Business 1980
MBA, Accounting and Tax
Youngstown State University 1967 - 1972
Bachelor of Science (BS), Industrial Management and Economics
Skills:
Fiduciary Income Tax
Charitable Gift Planning
Estate Tax Planning
Private Foundations
Supporting Organizations
Sophisticated Income Tax Planning and Compliance
Tax-exempt organizations
Charitable Lead Trusts
Charitable Remainder Trusts
Interests:
Biking, Mountain Hiking, Barbequing and Outdoor Concerts.
Honor & Awards:
- 2011 Civic Leadership and Action Award from Catalyst Miami
- 2002 College Assistance Program Award for commitment to CAP Scholars Program
- 2001 Professional Advisor of the Year Award from Partnership for Philanthropic Planning of Miami-Dade