Gail is a Managing Director and a member of the Private Client Services Group located in our New York office, who has been serving clients since 1999. A provider of tax and accounting services for Qualified Settlement Funds Trusts, Pension Funds, NFP Organizations, Private Corporations and Partnerships, Small Businesses, Family Groups, High-Net-Worth Individuals, she is a national expert in Qualified Settlement Funds Trusts.
Expertise
- Complex Family & Business Transactions, Outsourced Accounting and Bookkeeping services
- Complex Family & Business Transactions, Outsourced Accounting and Bookkeeping services
- Interactions with Business Owners, Trustees and Directors, Investment Managers, Auditors, Attorneys and Legal Counsels for various organizations
- Income Tax Preparation & Planning for Individuals, Partnerships and LLCs, Corporations, Trusts, Estates, Non-For-Profit Organizations
- Budgeting and Forecasting
- Cash Flow Reports, Investment Performance Analysis and Reports, Result of Operations and Other Special Reports
- Sales Tax Returns, Payroll Taxes and Reports, Commercial Rent Taxes
- Technical Research
Prior to joining CBIZ MHM* LLC, Gail was with other small and mid-size firms.