Experience

Roman Peresiper has been advising clients with tax strategies, planning, and structuring for more than 35 years. As a managing director, he specializes in real estate, working closely with owners, investors, operators, and managers to find optimal tax solutions. Roman advises on tax compliance, assists with tax planning and structuring transactions, and supervises the preparation of returns. He also guides high net worth individuals and families in preserving, protecting, and transitioning their wealth.

Roman’s extensive experience includes choosing an entity type to achieve the maximum tax benefits, structuring LLCs and partnerships as part of succession planning, forming tiered partnerships, as well as federal and state compliance issues and audits.

For his high net worth individual clients and their families, Roman provides a variety of services including planning and consulting on personal financial matters to retain and increase wealth, creating trusts, estate, gift, and education planning, and succession planning for closely held enterprises.