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Roy Shmuel

Associate Director of Tax Services

Roy Shmuel is a seasoned tax, accounting and business advisory professional with more than 15 years of experience. He serves a wide range of clients, including high-net-worth individuals and families, family offices and closely held businesses both within the United States and internationally.

Shmuel specializes in strategic tax planning and compliance for domestic and foreign trusts, helping clients navigate complex regulatory environments with confidence and precision.

He is fluent in English and Hebrew.

Areas of Focus

  • Cryptocurrency taxation and advisory
  • Family office accounting and reporting for U.S. and international families
  • Income and estate tax planning and strategy
  • Partnership and LLC taxation
  • Planning and compliance for domestic and foreign trusts
  • Real estate transactions and tax planning

Education

  • Hofstra University – Juris Doctor
  • Hofstra University – Master of Accounting in Taxation
  • Hofstra University – Bachelor of Administration in Accounting

Industries Served

  • Closely held businesses
  • Family offices
  • High-net-worth individuals and families
  • Investment firms

Languages

  • Hebrew

Affiliations