Archive for Real Estate

Gary Sozzi

Gary has been with the LM Cohen team since 2015 and has played a critical role in a wide array of areas within our tax department. Gary has been primarily working closely with business owners and high net worth individuals to ensure proper tax structure and tax savings…

Jonathan Porcelli

Upon joining LMC in November of 2018 as a Tax Manager, Jonathan has right away proven his expertise in adapting quickly to challenges and seamless communicating with his clients. Jonathan’s focus is establishing industry-specific tax strategies to minimize business level as well as personal income taxes to provide…

Nick Grgas

With 20 years of public accounting experience, Nick Grgas provides quality assurance and consulting services to his clients—including preparation of audited, reviewed, and compiled financial statements. He takes pride in being one of the first calls his clients make to discuss and understand challenges they face on a…

David Neuman, JD

David J. Neuman is an attorney for LMC, with over a decade of experience specializing in tax law. He advises clients on a broad range of tax matters, including corporate formation and operations, mergers and acquisitions, reorganizations and spin-offs, executive and deferred compensation agreements, and tax exemption of…

Eli Zahab

With over a decade of public accounting experience, Eli Zahab joined LMC in its early beginnings back in 2010. As a Tax Manager, his primary areas of focus are reviewing client’s books and records as well as the preparation of corporate, partnership, trusts, and personal tax returns.  His…

Jack Naftali, CPA

Jack Naftali is a CPA and has been practicing public accounting since 2005. He prepares and reviews Federal and State income tax returns for individuals, businesses, and trusts to ensure tax compliance for his clients in industries such as manufacturing, real estate, and investments. Jack also has experience…

Jeffrey S. Gold, CPA

Jeffrey has been with LMC since its inception. He brings to the table his knowledge of a wide range of tax topics that include types of entities, industries, and taxing jurisdictions. Jeffrey has the uncanny ability to translate complex tax concepts to be easily understandable by his staff…

Chris Cheng, EA

After beginning his journey with a few smaller firms in the city, Chris Cheng was eventually recruited by LMC in November of 2017. With over ten years of tax and accounting experience in preparing individual, corporate, and partnership tax returns, Chris has been an invaluable asset when it…

Christina Franza

Christina brings over 20 years of expertise in the financial services and accounting industry, as a LMC Tax Manager. Prior to LMC, Christina was a Tax Manager at SS&C Private Equity Services, in which she was responsible for managing and providing tax services to private equity funds, specializing…

Lucille Scafide

Lucille brings over 20 years of tax experience with a focus on Trusts and Estates. Lucille oversees the wealth management and estate planning for a number of LMC clients. Her responsibilities include preparing and reviewing tax returns, tax compliance and coordinating between financial professionals and attorneys to create…