Greg is a licensed CPA. He provides tax advisory services, including tax planning/mitigation, transaction advisory services, structuring, and compliance. His business client base includes closely-held, multi-state businesses in various industries, many of which operate in all fifty states and overseas. Greg also assists these clients with respect to tax provision/ASC 740 compliance. Additionally, Greg provides tax compliance and planning services for high-net worth individuals, estates, and trusts

After graduation from college, Ms. Berk worked in the field of public accounting for various Certified Public Accounting firms. She then co-founded Berk & Berk, CPA PC, a Public Accounting and Tax Practice in New Jersey, with her father in 1988. After Mr. Berk passed away, Ms. Berk formed S E Berk CPA PC in New York in 1996. The Firm is engaged in various areas of Public Accounting, including Accounting Services, Management Consulting and Tax Preparation and Planning. Ms. Berk has over 38 years of experience with a significant concentration of clientele in the tri-state area and throughout the United States. Ms. Berk?s extensive accounting experience includes management consulting service, in-depth tax planning, tax preparation, audit representation and obtaining financing for client expansion. Clientele include various business entities, medium to high net worth individuals and other professionals. Business clientele include entities in the medical, real estate, retail, contractor, distribution, legal and engineering industries. Individual clientele include executives, doctors, lawyers, teachers, entertainers, musicians, creative artists and investors.

Lydia works with high-net-worth families and individuals and has more than 20 years of experience with tax and financial matters affecting entrepreneurs, business owners, wealthy individuals and family offices. She has worked with numerous families in developing leading edge tax strategies and structures including alternative investments, real estate holdings, qualified small business stock, domestic and foreign entities, and trusts. Lydia?s primary practice areas are federal and state tax consulting and compliance for individuals, partnerships, fiduciaries, estates, and charitable organizations as well as family wealth transfer and succession planning. She also works with her clients to help them reach their philanthropic goals through tax effective charitable gift planning and the utilization of a range of charitable vehicles. Lydia is involved in both domestic and cross-border planning. In addition, Lydia is at the forefront of income tax planning for digital assets, which is becoming a fast growing and increasingly complex area. She works with clients across all industries, including real estate, healthcare, technology, private equity and other financial services, helping them integrate and maximize the tax-efficiency of their assets and operations

Steven J. Eller, CPA, JD, a Partner at PKF O'Connor Davies, LLP co-heads the firm?s State and Local Tax Group. Mr. Eller has over 30 years of professional experience assisting individuals, businesses, as well as estates and trusts plan for and comply with Federal, State and Local regulations. He advises clients with respect residency, nexus and apportionment issues, sales and use taxes and payroll taxes, , with a focus on strategic planning and compliance. Mr. Eller?s industry expertise includes real estate, manufacturing and closely held and family businesses. Mr. Eller has also been influential in both New York State and New York City tax reform. Mr. Eller received his J.D. from Widener University School of Law (formerly Delaware Law School of Widener University), and his B.S. in Accounting from the University of Delaware. He is a CPA in New York and New Jersey and a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants (?NYSSCPA?), and the New Jersey Society of Certified Public Accountants. Mr. Eller is a licensed attorney in New Jersey and admitted to practice before the United States Tax Court. He is an active member and former chair of the NYSSCPA?s New York, Multistate and Local Tax Committee and the current Co-chair of its legislative subcommittee. Mr. Eller has chaired and lectured at the Foundation for Accounting Education?s highly acclaimed New York State and Multistate Taxation Conference. He has lectured for CCH, is a contributor to The Trusted Professional and has been quoted in the NY Post, Accounting Today and the Daily Tax Report.

Gary Forster is the managing partner and co-founder of ForsterBoughman. His practice includes domestic and international corporate, asset protection, tax and estate planning law. Gary handles a variety of corporate and personal planning matters. Gary spent the first decade of his career structuring and closing some of the largest corporate transactions in the region. The mergers and acquisitions Gary consummated range from the national consolidation of regional US construction and transportation interests to real estate investment trusts, hospitals and surgical centers. Gary is one of the few attorneys in Central Florida with experience in cross-border corporate transactions, including a variety of industries ranging from intellectual property concerns to international distribution and manufacturing interests. Gary?s corporate work, with some of the most prominent companies and entrepreneurs in Florida and abroad, led him to expand his practice fifteen years ago. Successful clients require substantial tax, estate and asset protection planning. He recognized that certain wealthy clients require a single partner contact, familiar with both business law and tax planning and structuring. Gary serves that purpose. He has designed and drafted hundreds of corporate documents and asset protection plans. Gary is the author of two books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2016, Gary finished the first edition of The U.S. Estate and Gift Tax and the Non-Citizen. This book explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. Gary?s legislative amendments were adopted as Section 43A of the new Nevis LLC Ordinance ? Nevis Limited Liability Company (Amendment) Ordinance, 2015. Gary is rated AV?Preeminent, by Martindale-Hubbell and speaks fluent Spanish. Gary earned a B. A. from Tufts University in 1990, graduating cum laude with majors in Economics and Spanish Literature. He received his J.D. from the University of Florida College of Law, graduating with honors in 1993. While in law school, he served as editor of the Florida Journal of International Law. Gary continued his studies as a graduate fellow at the University of Florida College of Law, Masters of Taxation program, earning an LL.M. in 1994. His education also includes studies at the University of Madrid, Oxford University and Leiden University in the Netherlands. Gary is a member of the Florida Bar (admitted in 1993), including bar sections for international and tax law, and the District of Columbia Bar (admitted in 1995), including bar sections for international and tax law. He is licensed to practice in the U.S. Tax Court and is a member of the American Bar Association Asset Protection Planning Committee. Gary has been involved in various civic organizations, including several chambers of commerce and served as President and Director of the International Council (a foreign affairs organization supported by the U.S. State Department).