Jeffrey has been with LMC since its inception. He brings to the table his knowledge of a wide range of tax topics that include types of entities, industries, and taxing jurisdictions. Jeffrey has the uncanny ability to translate complex tax concepts to be easily understandable by his staff…
With nearly three decades of public accounting experience, Christine brings deep expertise in tax planning and compliance for high-net-worth individuals, families, and investment partnerships. Prior to the integration with LMC, she spent 23 years at Stephen A. Kepniss & Associates, P.C., where she built long-standing relationships with clients…
With over three decades of experience in public accounting and tax advisory, Angelo is a seasoned Senior Tax Manager specializing in comprehensive tax planning and compliance for high-net-worth individuals and their closely held businesses. Angelo brings a deep understanding of complex tax structures, estate and gift tax strategies,…
With over three decades of experience in public accounting and tax advisory at Stephen A. Kepniss & Associates, which integrated with LMC in July 2025, Fred provides tax planning and compliance services for high-net-worth individuals and their closely held entities across a wide range of industries. He values…
With more than 15 years of experience, Jonathan provides strategic tax advisory and compliance services to high-net-worth individuals, private equity clients, trusts, estates, and closely held businesses. He began his career at a Big Four accounting firm supporting complex private equity structures, and later broadened his expertise at…
Alex brings over 10 years of tax advisory experience with a strong focus in real estate. He has worked closely with developers, property managers, REITs, and private equity funds to deliver thoughtful tax planning and ensure accurate, timely tax compliance. Known for his thorough approach and clear communication,…
Dave began his career in public accounting, where he focused on nonprofits and internal controls. He then served as Controller for a global nonprofit supporting entrepreneurship through operational services and venture investment. Driven by a passion for innovation, Dave transitioned to a blockchain-enabled NFT startup as Controller, where…
Rashmi is a motivated and passionate tax professional with extensive expertise in international and domestic tax laws, research, preparation, and compliance for public and private corporations. With over 19 years of experience in tax and accounting, as a Senior Tax Manager at LMC, Rashmi primarily concentrates in…
Michael Kanjo has over 20 years of public accounting experience providing accounting and assurance services, resulting in trusted relationships with his clients, including the preparation of audited and reviewed financial statements. His expertise includes all phases of accounting and auditing, including planning, fieldwork, review, and supervision of many…
Jack Naftali is a CPA and has been practicing public accounting since 2005. He prepares and reviews Federal and State income tax returns for individuals, businesses, and trusts to ensure tax compliance for his clients in industries such as manufacturing, real estate, and investments. Jack also has experience…
