Zach is a Director in FGMK’s Tax Practice with more than 10 years of experience providing tax compliance, tax planning, and advisory services to high-net-worth individuals, family offices, privately held businesses, and their owners. He works closely with clients to develop practical tax strategies that support long-term financial goals while navigating increasingly complex tax and reporting environments.
Zach has experience across a broad range of tax matters, with a particular focus on advising high-net-worth families and business owners. His background includes individual taxation, trusts, private foundations, estate planning matters, and flow-through entities with complex allocations. He is also experienced in tax research, financial forecasting, and modeling, helping clients evaluate planning opportunities and make informed financial decisions. Zach is known for his thoughtful, hands-on approach and his ability to translate complex tax concepts into practical guidance for clients.
Zach has significant experience serving family offices, closely held businesses, and clients with sophisticated ownership and investment structures. In addition to managing tax compliance engagements, he has worked on process improvement initiatives and technology-driven solutions designed to enhance operational efficiency and streamline tax workflows. His industry experience includes working with privately held and family-owned businesses across a variety of sectors.
Zach joined FGMK in 2023. Prior to joining the Firm, he worked for Henry Crown & Company, where he managed tax matters for individuals, trusts, and businesses, and previously spent more than six years in the Private Client Services practice at RSM. During his time at RSM, he advised high-net-worth individuals and pass-through entities on complex tax matters and led training initiatives related to tax reform and technical tax developments.