Walter Primoff, CPA works with high-net-worth clients and their family offices, estates & trusts, taxpayer controversies and exempt organizations. As past deputy executive director of New York’s CPA Society, he led the Society’s programs related to professional practice issues both with members, and in Albany and Washington. Walt was instrumental in developing New York’s LLC/LLP laws. Both Connecticut and New Jersey used this work to enact their LLC statutes.
Walt “grew up” in his family’s CPA firm, where he advised successful business owners and served the full range of middle income through ultra-high-net-worth clients. A frequent speaker and writer, Walt received the respective CPA Journal and The Tax Advisor “Max Block” and “Article of the Year” awards, and is a leading contributor to the NY CPA Society’s online discussion forum. Walt chairs several nonprofit audit committees and is Co-President of UJA/JCC Greenwich. He chairs the audit committee of HoloSail Technologies, creating advanced secure communications technology.
This webinar will update practitioners on the latest developments and discuss various practical issues that many clients have faced with filings, even problems and frustrations the panelists themselves have had to navigate with the FinCEN…
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