Sandy focuses on tax minimization strategies and retirement planning for high net worth individuals and business owners. He has more than 20 years of experience in public accounting. His area of corporate expertise consists of tax planning and compliance, resolving complex tax issues relating to domestic transactions and investment activities, as well as state and local tax compliance. Sandy also assists clients with income tax planning and multi-year and transactional tax matters, as well as conflict resolution with state and federal taxing authorities. He has represented various clients during Internal Revenue Service Audits.
Prior to joining the Firm, Sandy worked at a large national CPA firm in South Florida as a Tax Accountant and Auditor, where he prepared federal and state income tax returns for various corporations and individuals.