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Maxwell Jewell, CPA, MST

Associate Director of Tax Services

Max Jewell has nearly 10 years of experience providing tax and consulting services to high-net-worth families and companies. Jewell serves clients in the private equity, hedge fund and software space sectors.

Areas of Focus

  • Domicile issues
  • Estate planning
  • High-net worth tax issues
  • Tax planning

Education

  • University at Albany – Master of Science in Taxation
  • University at Albany – Bachelor of Science in Accounting

Industries Served

  • Commercial businesses
  • Entrepreneurs
  • High-net-worth individuals and families
  • Professional services firms

Affiliations