EXPERIENCE HIGHLIGHTS
Kevin Wong is a Tax Principal in the Personal Wealth Services Group with more than 10 years of professional experience. He works closely with high net worth individuals on matters involving their personal income tax, family businesses, and fiduciary, gift and estate taxes.
Kevin’s experience extends to:
- Tax planning and consulting for individuals, family businesses, and trusts and estates
- Assisting with budgeting, projections, and cash flow matters
- Representing clients before federal and state taxing authorities
- Identifying tax-efficient techniques to fund the education of children and grandchildren
PROFESSIONAL MEMBERSHIP
American Institute of Certified Public Accountants
EDUCATION AND LICENSES
Kevin holds a Bachelor of Business Administration degree in finance and a Master of Science degree in accountancy from Baruch College and a Master of Science degree in taxation from Pace University. He is licensed as a certified public accountant in New York State.
