John is a Director at FGMK’s Estate and Succession Planning Practice. He has over 20 years of experience providing planning and compliance services to high-net-worth individuals and fiduciaries in the areas of income, estate, and gift tax. He has consulted on the planning for numerous large gifts using sophisticated wealth transfer techniques, reporting for gift and estate tax purposes, and has represented clients at audits in these matters. John also handles tax compliance and accounting for family partnerships and private foundations, as well as formal accounting for estate and trust distributions.
Prior to joining FGMK in 2014, John held positions at a national law firm, a local accounting firm, and in the trust department of a large bank. He also worked as a solo practitioner for several years.