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Magda Szabo, CPA, JD, LLM

Director of Tax Services

Magda Szabo has more than 30 years of experience in international and domestic tax and wealth planning for businesses, high-net-worth individuals, trusts and nonprofits.  Her experience encompasses a wide range of international and domestic matters including tax planning, M&A and estate and gift tax planning and reporting.

Areas of Focus

  • Estate and gift tax planning
  • Domestic and international funds, private equity and joint ventures
  • Hedge, derivatives and cryptocurrency
  • International and multinational tax issues
  • M&A planning
  • Tax controversy
  • Tax planning and reporting
  • US inbound and outbound tax matters

Education

  • New York University School of Law - Advanced Professional Certificate
  • Case Western Reserve – Master of Laws in Taxation
  • Marshall College of Law – Juris Doctor
  • Cleveland State University – Master of Accountancy and Financial; Information Systems

Industries Served

  • Entrepreneurs and their companies
  • International high-net-worth families
  • Joint ventures
  • Private equity
  • Public and privately held domestic and multinational affiliated groups

Affiliations

  • International Tax Specialist Group
  • New York State Bar Association, International Tax Committee
  • USA 500