As a partner in the tax department, Tim directs tax return preparation services and develops planning strategies for the firm’s Private Client Group. Tim works closely with business owners, executives and high net worth families on tax matters including equity compensation; real estate ownership; multi-generational tax planning and philanthropic planning. Tim is also heavily involved in the firm’s trust and estate group, working with individuals and fiduciaries on year-end and longer-term gift, estate and trust planning issues.
Podcast: Play in new window | Download
Subscribe: RSS
