Upon joining LMC in November of 2018, Jonathan has right away proven his expertise in adapting quickly to challenges and seamless communicating with his clients. Jonathan’s focus is establishing industry-specific tax strategies to minimize business level as well as personal income taxes to provide increased cash flow for…
Gary has been with the LMC team since 2015 and has played a critical role in a wide array of areas within our tax department. Gary has been primarily working closely with business owners and high net worth individuals to ensure proper tax structure and tax savings plans…
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…
