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Roy Shmuel

Senior Manager of Tax Services

Roy Shmuel has provided tax, accounting, consulting and advisory services to clients for more than 10 years. His client base consists of high-net-worth individuals and families, family offices and closely held businesses in the U.S. and abroad.

Shmuel also assists in planning and compliance for domestic and foreign trusts. He is fluent in English and Hebrew.

Areas of Focus

  • Cryptocurrency
  • Domestic and foreign trusts
  • Family office accounting services for U.S. and foreign families
  • Income and estate tax planning
  • Partnership and LLC taxation

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