Luis leverages more than 15 years of experience in public accounting, specializing in advising high-net-worth individuals and closely held businesses on complex federal and multi-state tax matters.
Bringing deep technical knowledge and practical insight, Luis works closely with individual, corporate and partnership taxpayers to minimize tax liabilities while aligning strategies with their broader financial and business objectives. He has significant experience structuring and optimizing real estate transactions, including acquisitions, dispositions and like-kind exchanges. He is also well-versed in multi-state taxation, guiding clients through the complexities of operating across jurisdictions and advising on the tax implications of both routine and strategic transactions.
Luis is known for his collaborative style and clear communication, partnering with clients and their advisors to deliver tailored, forward-looking solutions that address evolving tax complexities.
- Certified Public Accountant (CPA)
- Real Estate
- Health Care
- Consumer Products & Retail
- Tax
Strong tax strategy goes beyond the numbers — it requires insight, foresight and a commitment to delivering high value to clients.