About Gary
Gary specializes in tax preparation and tax planning strategy for individuals. He works with advisors on on-going tax compliance and strategies to increase clients’ after-tax wealth while staying focused on interpreting changes to tax rules and how clients can leverage those changes to their benefit. Gary is also engaged in streamlining processes and developing the current tax knowledge of the Focus Partners Wealth Tax department.
Gary has more than 13 years of experience working in Public Accounting, Audit, and Tax departments in roles spanning Staff Accountant to Manager. His Audit experience includes a focus on the financial services industry, whereas in Tax, he worked on tax preparation and planning for corporations, partnerships, s corporations, trusts, and individual tax returns in various industries. In addition, Gary has seven years of experience in Senior Accountant roles in the hedge fund industry.
Outside of the office, Gary enjoys spending time with his two teenage children, attending their sporting events, and taking many short trips exploring the country. He enjoys listening to music, driving in the country or in major cities, and working in the garden. He has previously volunteered at Habitat for Humanity and occasionally volunteers at local food banks.
Education and Professional Milestones
-Pace University - bachelor’s degree
Gary specializes in tax preparation and tax planning strategy for individuals. He works with advisors on on-going tax compliance and strategies to increase clients’ after-tax wealth while staying focused on interpreting changes to tax rules and how clients can leverage those changes to their benefit. Gary is also engaged in streamlining processes and developing the current tax knowledge of the Focus Partners Wealth Tax department.
Gary has more than 13 years of experience working in Public Accounting, Audit, and Tax departments in roles spanning Staff Accountant to Manager. His Audit experience includes a focus on the financial services industry, whereas in Tax, he worked on tax preparation and planning for corporations, partnerships, s corporations, trusts, and individual tax returns in various industries. In addition, Gary has seven years of experience in Senior Accountant roles in the hedge fund industry.
Outside of the office, Gary enjoys spending time with his two teenage children, attending their sporting events, and taking many short trips exploring the country. He enjoys listening to music, driving in the country or in major cities, and working in the garden. He has previously volunteered at Habitat for Humanity and occasionally volunteers at local food banks.
Education and Professional Milestones
-Pace University - bachelor’s degree