

About
Chris utilizes his extensive tax and accounting background to assist high-net-worth individuals and closely held businesses with establishing and implementing sophisticated wealth transfer strategies, charitable planning, and business formation and restructuring. He also has extensive experience in tax controversy, the purchase, sale and operation of private aircraft, and tax planning for real estate transactions. Given the personal nature of his work, Chris takes the time to understand each family’s dynamics and their goals. He believes the key to a successful planning relationship is being positioned to address both day-to-day tax challenges and long-term business and philanthropic objectives.
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Tampa, FL 33602
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