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Providing services: Accounting, Tax Law, Financial Accounting, Tax Advisory, Business Consulting, Project Management, Real Estate, Bookkeeping, Personal Tax Planning, Tax Preparation
Summary: Matthew John McNally is a Managing Partner and founding member of Evolved, LLC. He has more than 20 years’ experience in private and public sector tax, including twelve years at various multi-national accounting firms. Throughout his career he has assisted a multitude of private equity firms, portfolio companies, hedge funds and venture capital firms to navigate the ever-changing tax landscape and tax risk management challenges both nationally and globally. He is highly skilled at supporting investment management firms (both partnership and corporations) with issues surrounding mergers and acquisitions, tax structuring, compliance, due diligence and other consulting matters. In addition to serving clients, Matthew has overseen the functional and technical direction of multiple tax technology projects; analyzed detail requirements, process design and configuration of new and existing internal tax software. Prior to founding Evolved Tax, Matthew worked for Ernst & Young, Deloitte, and PwC in New York City. He received his BBA in Finance and Accounting from Hofstra University, and his MBA from Cornell University.
Providing services: Accounting, Financial Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Tax Advisory, Financial Planning, Tax Law, Estate Planning Law, Bookkeeping
Summary: I am a CPA (licensed in NY and CA) with broad experience in many aspects of accounting, auditing, tax, and business and financial management. I am presently a partner at Prager Metis CPAs, LLC (https://pragermetis.com/), an accounting and consulting firm. We assist our clients in a way that they can continue on their own path toward economic success through carefully thought out financial, accounting, and business solutions.. Over the years I have found that I have a knack for taking our complex (which gets more complex year after year) tax law and breaking it down in to terms my clients understand. I have found that most do not want to be bothered with the technicalities of the law, they just want to pay the lowest legal tax and have confidence that the people advising them are doing the right thing.... my team and I do our best to give our clients that confidence. My firms has specialties in the areas of taxation (compliance, planning and examination), business management, business consulting and accounting and auditing. My goal is to provide my clients with the tools to provide them financial accounting and business solutions in a format that can understand at a cost that is fair. I work with closely held and family owned enterprises who operate in many ventures including the arts, distribution, professional services, real estate, and other industries. I also work with not for profit organizations. I often advise new and existing businesses on the accounting and tax implications of formation of a business structures and operational issues.
Summary: Advise businesses, high net worth individuals and family offices on tax transactional and controversy matters.
Providing services: Business Law, Immigration Law, Legal Consulting, Trademark Law, Startup Law, Tax Law, Corporate Law
Providing services: Legal Consulting, Corporate Law, Bankruptcy Law, Business Law, Tax Law, Business Consulting
Summary: With over 10 years of experience in legal and financial services, I am a partner at Lexyom, a cutting edge global digital law firm specialized in financial services. I advise clients on various aspects of financial services law, corporate, commercial, and regulatory law, as well as mergers and acquisitions, private equity, and alternative dispute resolution. I am also a business partner at Akalabz, a web 3.0 brand that aims to empower creators and communities through decentralized technologies and platforms. I manage the strategic and operational aspects of the brand, as well as its tokenization and crowdfunding initiatives. Additionally, I am a seed investor at Tradyom, a financial literacy platform that helps users learn and practice investment and trading skills. I work closely with the founding team to support their vision and growth.
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Providing services: Business Consulting, Legal Consulting, Financial Consulting, Financial Planning, Market Research, Project Management, Financial Advisory, Tax Advisory, Tax Law, Immigration Law
Summary: Transmitir aos meus clientes a experiência adquirida ao longo de 48 anos de atuação junto a empresas no Brasil e no Exterior, principalmente ajudando no seu crescimento e expansão, além de ajudar a corrigir o rumo daquelas em dificuldades.
Providing services: Personal Tax Planning, Tax Law, Estate Planning Law, Wealth Management, Tax Advisory
Providing services: Legal Consulting, Non-profit Consulting, Estate Planning Law, Notary, Tax Law, Wills Planning Law
Summary: I love puzzle games and am fascinated by what happens when I put the pieces together. My favorites include sudoku, tetris, and kakuro. Yes, there is a “right” answer, but it takes attention, open-mindedness and creativity to solve the puzzle. When I work with you, we determine how to put your legacy puzzle in the right order. Estate planning, philanthropy and nonprofit operations have a similar approach because I have to find the right fit for you based on your life goals and the options available under the tax laws. YOUR GUIDE IN PRESERVING WEALTH BASED ON YOUR UNIQUE VISION I am by your side to structure an estate plan that meets your vision and long-term goals. If you created your wealth, you know that you need someone to give you the tools, tips and tricks that enabled earlier generations to leave a legacy. I believe that a trusted relationship with my clients provides confidence and ease for their families. You are not one-size-fits all and neither is my approach to crafting your estate plan. My background as a practicing CPA yields insight and holistic approaches to create a tailored plan to honor your legacy. DUAL-SIDED EXPERIENCE PROVIDES AN ADVANTAGE FOR PHILANTHROPY AND PLANNED GIVING I understand the important factors that individuals and non-profits consider in giving and receiving their wealth and assets. My substantial experience working with both sides on separate transactions provides an advantage in representing you, whether you are thinking of creating an endowment or have been approached to receive a structured gift. This unique overlapping knowledge allows us to focus on the key points of structuring and negotiating the terms. LEGAL COUNSEL TO CHARITIES AND NONPROFIT ORGANIZATIONS IN GOOD TIMES AND BAD I represent nonprofits in obtaining federal tax-exempt status, updating Bylaws or addressing membership issues. I am motivated to provide the boards of nonprofits a road map to best carry out their charitable activities. If your organization has lost its tax-exempt status or is looking to dissolve, my experience allows you to focus on internal operations instead of legal processes and paperwork. TRUSTEE REPRESENTATION AND POST-DEATH ADMINISTRATION I represent fiduciaries and trustees in administering trusts or Surrogate's Court proceedings, carrying out the terms of a lifetime trust, or communicating with the IRS on estate tax audits. Follow me on IG: @jva.law or sign up for my newsletter (http://tiny.cc/jvainfo), where I share insights, advice and info on current legal and tax developments. Attorney Advertising.
Summary: 48 years experience as a tax attorney, specializing in individual income tax and the tax issues of not-for-profit corporations, and tax audits.