Join us in welcoming our newest tax professionals to the Untracht Early Tax Department - senior managers, Paul J. Alampi, CPA, and Suzy Lee, CPA, MST. The addition of Paul and Suzy, who will be based out of our New Jersey and New York City offices, respectively, helps us offer you a greater team of experienced leaders in the areas of tax planning, tax compliance, and tax advisory services both in the firm's entity and individual tax areas.
Paul J. Alampi brings with him 29+ years of experience in personal tax planning and compliance matters affecting high net worth individuals and their families as well as business owners, C-suite executives, hedge fund managers, partnerships, S-corporations, trusts, and private foundations. In addition to working with some of the accounting industry's most significant firms, Paul also helmed his own firm where he advised a broad range of start-up businesses, entrepreneurs, and individuals on financial and tax-related matters. Throughout his career, he has assisted businesses of all sizes across a diverse range of industries, offering guidance on how to maximize tax advantages while minimizing tax consequences.
Coming to Untracht Early after nearly 15 years spent with a Big Four as an Asset Management Alternative Investments Director, Suzy Lee brings with her strong experience in tax advisory services for a varied array of financial services companies and executives including private equity funds, commodities and futures traders, brokerage firms, investment advisors, hedge funds, and multinational financial services organizations. She has specialty knowledge in conducting reviews of both partnerships and corporations with particular focus on engagements that have federal and multi-state compliance, tax estimation, planning, and consulting as a component.