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Jonathan Kraes, CPA

Director of Tax Services

For more than ten years, Jonathan Kraes has provided accounting and consulting services to high-net-worth individuals and organizations, including hedge and private equity fund investment managers, corporate executives and technology entrepreneurs.

Kraes holds experience from a Big Four accounting firm and specializes in tax advisory services, complex multi-state tax returns with foreign filings, charitable planning and provides support in the development and management of estate plans, trusts and formation of entities.

Areas of Focus

  • Equity compensation
  • Tax advisory and planning
  • Trust, estate and gift tax planning
  • US inbound and outbound matters

Education

  • SUNY at Albany – Master of Science in Taxation
  • SUNY at Albany – Master of Science in Professional Accountancy
  • SUNY at Albany – Bachelor of Science in Accounting

Industries Served

  • Attorneys
  • Entrepreneurs
  • High-net-worth individuals
  • International high-net-worth families
  • Investment firms
  • Private equity and hedge funds
  • Technology