Archive for Managers

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…

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…

Alan Wong, CPA

Alan joins LMC as a Senior Tax Manager, serving clients across the Legal & Professional Services and Artists Industries. Alan graduated Brooklyn College in 1989 while working full time and attending college full time in the evenings. Alan started his career with a small firm in New York…

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…

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…

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…

Michael Kanjo

Michael Kanjo has over 20 years of public accounting experience providing accounting and assurance services, resulting in trusted relationships with his clients, including the preparation of audited and reviewed financial statements. His expertise includes all phases of accounting and auditing, including planning, fieldwork, review, and supervision of many…