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Alan is a founding partner of FLSV and co-manages FLSV’s Business Tax Services Group. Alan has directed and managed FLSV since inception with his founding partners. Alan’s clients include several leading private equity funds and hedge funds and their respective principals. Alan advises his clients on numerous aspects of transactional services including business formation and fund structuring, tax structuring, corporate mergers, acquisitions and sales transactions, corporate financing, cash management, corporate, PFIC and CFC tax analyses, evaluating the impact of check-the-box (CTB) elections, cross-border transactions, partnership, S corporation, and individual tax planning strategies, accounting matters and general business advisory services. Alan has over thirty years of experience advising hedge funds, private equity and venture capital funds, real estate funds, distressed debt funds, other investment partnership vehicles, management companies and general partner entities, asset management firms, M&A advisory firms, portfolio companies, real estate entrepreneurs, closely-held companies and their owners in a wide range of industries including music publishing, media and entertainment, manufacturing, law firms and service businesses. Alan has written numerous articles and has chaired and lectured many conferences on tax, accounting, and financial planning issues for investment partnerships, entrepreneurial companies and their business owners.
Alan was formerly a Senior Tax Manager in the New York office of Ernst & Young, LLP where he served middle market companies.
Alan received his B.A. in Accounting from Queens College, earned his Master’s degree in Taxation from Fordham University and completed the certificate of financial planning program at New York University. Alan is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (NYSSCPA) and is the former chair of the Closely-Held and S Corporation Tax Committee.
Charles is a founding partner of the Firm and co-manages the Firm’s Business Services Group. Charles has provided tax and advisory services to closely-held businesses, investment partnerships, private equity funds, hedge funds, real estate investment funds, family-owned businesses and high-net worth individuals for over twenty years. Charles has extensive experience in providing federal, state, Local and international tax structuring, compliance and planning services to hedge fund investment managers, private equity funds, venture capital funds and middle market businesses. Charles advises his clients on a wide variety of issues including business formation and tax structuring, mergers and acquisitions, federal, state and local corporate and partnership tax matters and tax planning strategies, accounting and administration issues, compensation structuring, ECI and FDAP withholding, business development and advisory services and estate and inter-generational planning. Charles has written articles and has Lectured at professional conferences on tax and planning issues for investment partnerships, closely-held businesses and high net worth individuals.
Prior to founding FLSV in 1995, Charles was an executive in the New York Office of Ernst & Young where he provided tax and advisory services to middle market and investment partnership clientele.
Charles earned his Bachelor’s degree in accounting from Adelphi University and his Juris Doctor degree from St. John’s University School of Law. Charles is an associate member of the New York State Society of Certified Public Accountants and a member of the American Bar Association, New Jersey State Bar Association and the New York State Bar Association where he is also a member of the Investment Funds, Pass Through Entities and individual Tax Committees.