Experience

Kevin Wong is a managing director 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; and identifying tax-efficient techniques to fund the education of children and grandchildren.