NEW YORK: T: (212) 697-1000
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.
CREDENTIALS
Education
Bachelor of Business Administration, Finance, Baruch College
Master of Science, Accountancy, Baruch College
Master of Science. Taxation, Pace University
Licenses
Certified Public Accountant in the State of New York
Affiliations
Member, American Institute of Certified Public Accountants
Get in touch with Kevin Wong today.
Fill out the form below to get in direct contact with Kevin Wong and start your personalized consultation journey.
Get in touch with Kevin Wong today.
Fill out the form below to get in direct contact with Kevin Wong and start your personalized consultation journey.