Office: New York, New York
“Creative Solutions to complex tax problems.”
Tom appears on educational panels nationwide and he is a prolific writer. His most recent efforts have ranged from presenting at a New York State Bar seminar on the taxation of offshore captive insurance companies, a New York Accounting symposium addressing tax due diligence in M&A transactions, and addressing the New York State Bar Start Up Venture Institute.
In addition to his legal and accounting credentials, Tom has also held various SEC and FINRA designations over the years, including that of Series 3 Commodity Trading Advisor, Series 7 Securities Sales Representative and Series 65 Registered Investment Advisor.
Professional Affiliations & Civic Involvement
- Illinois State Society of Certified Public Accountants (ISSCPA)
- Illinois State Bar Association
- Certified Public Accountant (Illinois)
- Illinois State Bar