William McEnroe was a founding partner of both FTS and Andersen Tax (a national tax advisory firm / RIA and formerly part of HSBC) and was Head of the Alternative Investment Tax Group. William was also a member of the IAS (Investment Allocation Services) Investment committee at Andersen Tax and was a firm wide resource on Alternative Inv
William McEnroe was a founding partner of both FTS and Andersen Tax (a national tax advisory firm / RIA and formerly part of HSBC) and was Head of the Alternative Investment Tax Group. William was also a member of the IAS (Investment Allocation Services) Investment committee at Andersen Tax and was a firm wide resource on Alternative Investments and Family Office structures. He has over 30 years of experience in advising clients on business and diverse tax matters, including extensive knowledge of alternative investments, partnership taxation, cross-border taxation, and multistate taxation. William focuses on assisting family offices and investment partnerships with entity structuring, tax planning and tax compliance. William’s clients include complex alternative investment funds (private equity, real estate, and hedge funds) both on-shore and off-shore, and some of the largest family offices in the United States. William has been a tax & business strategy advisor to many family offices and alternative investment funds. William is also a member of MetCircle (NYC family office association), the Explorers Club, the Forbes 400 Advisory Council, and a board member of Coffee for Good.
Mr. McEnroe attended the University of Massachusetts - Amherst and received his Master of Science in Finance (MSF) and his Master of Science in Taxation (MST) from the Zicklin School of Business at Baruch College, New York, NY.
Bruce Bulloch is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Prior to FTS, Mr. Bulloch was an Ernst & Young Tax Partner with 30 years of experience, managing transactional issues for some of the firm's most noteworthy clients and also responsible for managin
Bruce Bulloch is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Prior to FTS, Mr. Bulloch was an Ernst & Young Tax Partner with 30 years of experience, managing transactional issues for some of the firm's most noteworthy clients and also responsible for managing the real estate services practice in the Mid-Atlantic, Pacific Northwest and Pacific Southwest regions of the firm. Mr. Bulloch is also a professor at Chapman University School of Law, teaching real estate and tax courses at the Johns Hopkins University and the University of Southern California.
Walter brings nearly 25 years of experience in providing tax compliance and consulting services to private equity firms. His primary practice areas include federal and state tax compliance, consulting, and planning for investment partnerships, management companies, and corporate “blockers.” Walter possesses extensive experience in the al
Walter brings nearly 25 years of experience in providing tax compliance and consulting services to private equity firms. His primary practice areas include federal and state tax compliance, consulting, and planning for investment partnerships, management companies, and corporate “blockers.” Walter possesses extensive experience in the alternative investments industry, covering partnership taxation, cross-border taxation, and tax planning and compliance for private equity funds. Additionally, he has expertise in providing tax consulting and compliance services to high-net-worth individuals and families. Walter has collaborated with numerous families and closely held businesses to develop and implement wealth maximization strategies, leveraging family entities, income tax planning, and effective gift and estate planning. Before joining FTS, he spent ten years at Andersen, working in the Alternative Investment and Private Client Services Group.
Ysette has over 17 years of experience in delivering tax compliance and consulting services to businesses of all sizes. Her primary practice areas include state and local tax compliance for private equity funds and fund of funds as well as federal, state and local tax compliance for “blockers” and closely-held corporations, corporate str
Ysette has over 17 years of experience in delivering tax compliance and consulting services to businesses of all sizes. Her primary practice areas include state and local tax compliance for private equity funds and fund of funds as well as federal, state and local tax compliance for “blockers” and closely-held corporations, corporate structure and choice of entity consulting, and audits. Over the years, Ysette has served clients across a broad spectrum of industries, including private equity, software development, construction, advertising, manufacturing, retail, and financial services. Before joining FTS, Ysette worked at Arthur Andersen, Deloitte, and Andersen Tax where she provided tax outsourcing services to large corporate clients as well as general tax compliance and consulting services to midsize closely-held companies. Ysette is a licensed CPA in the State of New York.
Ira has nearly 20 years of experience in providing tax services to a variety of large multi-billion dollar AUM private equity and real estate clients. Her primary practice areas include federal and state tax compliance and consulting for onshore and offshore investment funds, commercial and residential real estate development companies,
Ira has nearly 20 years of experience in providing tax services to a variety of large multi-billion dollar AUM private equity and real estate clients. Her primary practice areas include federal and state tax compliance and consulting for onshore and offshore investment funds, commercial and residential real estate development companies, management companies, closely held investment partnerships, and corporate blockers.
Ira has deep experience in handling every level and life cycle of complex tiered partnership structures. From the portfolio companies, joint venture investment partnerships, holding companies, master funds, funds of funds, to the general partner entities, Ira has helped clients navigate domestic and U.S. international tax considerations through tax efficient structures with an understanding of general business concerns. Throughout her career, she has assisted clients with reporting of stock and asset acquisitions/dispositions, like-kind exchange, installment sales, recapitalizations, and distressed debt transactions.
Prior to joining 4Pines, Ira spent 10 years at a large multinational corporation, a Big Four accounting firm, and most recently served as a Tax Director at Alvarez & Marsal focusing on private equity, real estate and corporate clients.
Ira earned a bachelor's degree in finance from the University of Florida and a master's degree in accounting with a tax specialization from Nova Southeastern University. Ira is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants.
Karmen's primary practice areas are in federal and state tax compliance specializing in high net worth individuals and fiduciaries. Prior to joining FTS, Karmen was an Assistant Vice President at a family office. Karmen is a CPA and received her Master of Science in Accounting and Taxation from the University of Hartford in Connecticut.
Michael Cintolo has been a CPA since April 23, 1987. His educational history is that he earned a Bachelor of Science in Accountancy degree from Bentley College in May of 1983 and a Master of Science in Taxation degree in May of 1988 also from Bentley College. Additionally, he was admitted to practice before the United States Tax Court in
Michael Cintolo has been a CPA since April 23, 1987. His educational history is that he earned a Bachelor of Science in Accountancy degree from Bentley College in May of 1983 and a Master of Science in Taxation degree in May of 1988 also from Bentley College. Additionally, he was admitted to practice before the United States Tax Court in April of 1993. Prior to being co-founder of Cintolo & McCarthy, he was employed by the international accounting firm of Laventhol & Horwath, CPAs for several years.
Bill has been working as a tax professional for over thirty-five years. Since joining Andersen in 1988 his tax career has focused on alternative investments, private equity, hedge fund, high net worth and family office practice. He has extensive experience in providing clients with comprehensive tax consulting and compliance in both thei
Bill has been working as a tax professional for over thirty-five years. Since joining Andersen in 1988 his tax career has focused on alternative investments, private equity, hedge fund, high net worth and family office practice. He has extensive experience in providing clients with comprehensive tax consulting and compliance in both their professional practice and their family wealth planning needs.
He has represented clients before the Internal
Revenue Service from field audits, the valuation process with the Art Panel in Washington D.C.
and filing Ruling Requests with the National office in Washington D.C.
Francis McCarthy has been a CPA since March 14, 1985. His educational history is that he earned a Bachelor of Science in Accountancy Degree, Summa Cum Laude, from Salem State College in December of 1981 and a Master of Science in Taxation, Degree Magna Cum Laude, from Bentley College, in May of 1986. Prior to being co-founder of Cintolo
Francis McCarthy has been a CPA since March 14, 1985. His educational history is that he earned a Bachelor of Science in Accountancy Degree, Summa Cum Laude, from Salem State College in December of 1981 and a Master of Science in Taxation, Degree Magna Cum Laude, from Bentley College, in May of 1986. Prior to being co-founder of Cintolo & McCarthy, he was employed by the international accounting firm of Laventhol & Horwath, CPAs for several years.
Kat Kent joins CM Group as a Tax Manager after previously growing her career at EY as a tax senior in their Private Tax group in their Boston, MA & Providence, RI offices. Prior to EY, Kat worked for years at FTS in their Private Wealth tax team, beginning as a Tax Associate. During this time, she received her Masters in Taxation and Ac
Kat Kent joins CM Group as a Tax Manager after previously growing her career at EY as a tax senior in their Private Tax group in their Boston, MA & Providence, RI offices. Prior to EY, Kat worked for years at FTS in their Private Wealth tax team, beginning as a Tax Associate. During this time, she received her Masters in Taxation and Accounting from Southern New Hampshire University. She received her Bachelors in Economics and Political Science, with a French language minor, from the University of Massachusetts Amherst. She currently resides on Cape Cod and continues to grow her career.
Elizabeth joined the CM Group as Controller and Director of Family Office Services based in the Greenwich, CT office. She brings a broad range of experience in accounting and business administration, with a strong track record of strict adherence to industry best practices in a range of investment entities and family offices, from start-u
Elizabeth joined the CM Group as Controller and Director of Family Office Services based in the Greenwich, CT office. She brings a broad range of experience in accounting and business administration, with a strong track record of strict adherence to industry best practices in a range of investment entities and family offices, from start-ups to established private equity and venture capital funds.
Prior to the CM Group, Elizabeth spent 15 years as Controller of Andro Capital Management LP, a $25-million NYC/LA-based private equity fund, with responsibility for the original fund and management company with investments in the UK, Europe, and North America as well as the restructured $1-billion private equity fund in Los Angeles.
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