Matt is passionate about delivering excellent service. To him, that means learning as much as he can about clients and understanding what keeps them up at night. He not only thoroughly enjoys that part of his job, but it’s also what drives him to find the best solution that will ultimately make a difference.
Since beginning his public accounting career in 2007, Matt has focused on providing tax services to mutual funds, alternative investment funds and investment management advisers. He provides guidance related to tax planning and efficiency strategies, compliance requirements, fund organizations and structuring, and other capital changes. He also consults with clients on fund level tax reporting, ASC 740 documentation and responding to shareholder inquiries. Specific to investment partnerships, Matt has expertise in forward/reverse Section 704(c) allocations, Section 754 elections and stuffing allocations. Additionally, his background includes policies and procedures related to the use of tax equalization, as well as tax issues resulting from ownership changes, mergers and liquidations.
- Investment Company Institute Tax Advisory Committee
- Author of numerous blogs on a wide range of investment management tax topics
- Strafford (CPE/CLE National Training Instructor)
- Pennsylvania Institute of CPAs
- American Institute of CPAs
Matt lives in Philadelphia, Pennsylvania, with his wife, daughter and dog. He enjoys reading, rooting for Philadelphia’s sports teams and running, including competing in Tough Mudder and Spartan Races. To relax, Matt typically spends summer weekends at the beach on the Jersey Shore and has recently started surfing.