We are happy to announce the release of our newest quarterly magazine! The Financial Services Issue highlights some of the hot topics in financial services including Sales Tax Nexus, QSBS, Carried Interests, Trader Tax Status, Family Office, and more.
What You’ll Find Inside this Issue:
The Qualified Small Business Stock Gain Exclusion by Matthew Weber, CPA, MAcc
FinTech M&A and Market Report H1 2019 by by Paren Knadjian
Nexus: Understanding Business Taxes Between State Lines by Matthew Weber, CPA, MAcc
Trader Tax Status: Do you Qualify? by Randall Poe
Outsourcing Accounting for Family Offices by Stacey R. Korman, CPA, MST
New Capital Gains Treatment for Carried Interests by Matthew Weber, CPA, MAcc
Introducing KROST’s Financial Services Team:
Matthew Weber, CPA, MAcc is a Tax Manager at KROST. He has been with the firm’s tax practice since July 2015 and has over ten years of experience in public accounting. His areas of expertise include federal and multi-state tax compliance and consulting for individuals, corporations, and partnerships.
Paren Knadjian is the practice leader of the M&A and Capital Markets group at KROST. He comes with over 15 years of experience in mergers and acquisitions as well as equity and debt financings. In that time, Paren successfully completed over 50 transactions acting as a both a buy-side and sell-side advisor, as well as a broker/dealer.
Stacey R. Korman, CPA, MST is the Accounting Director at KROST. She is a key member of the advisory team and is a trusted consultant. Stacey has extensive experience in assurance, advisory and accounting services, with an emphasis on middle-market companies and high net worth individuals. She has spent her career managing audits, reviews, and compilation engagements.
Find out more about our services for the financial services industry.