Matt helps both individuals and companies in the investment industry navigate complex tax issues daily. Clients enjoy Matt’s straightforward approach and to-the-point communication style. They also appreciate that he encourages them to be just as open and honest with him, so everyone is on the same page throughout the relationship.
Matt conducts tax planning and compliance primarily for high-net-worth individuals, including related trust, estate and foundation tax planning. He also works with hedge funds and related management companies, as well as cryptocurrency funds and family investment partnerships.
- Actively involved in scheduling, training, staff development and business development for the firm's Tax Practice
- Maryland Association of CPAs
- Pennsylvania Institute of CPAs
- American Institute of CPAs
Matt lives in York, Pennsylvania, with his wife, son and their two labrador retrievers. He enjoys watching football, baseball and basketball and often attends football games at his alma mater, Penn State.