Overview
Moshe Michaeli has extensive experience working with hedge funds, private equity firms, fund of funds, and broker-dealers. He specializes in tax-efficient strategies using various financial instruments and structures, as well as investor reporting. Moshe excels in developing tax strategies for optimal, tax-adjusted returns. He leads engagement teams and collaborates closely with clients to ensure their needs are met.
Experience
Moshe has been serving financial services clients for the past 20 years. He recently joined Aprio from a Big 4 accounting firm. His deep understanding of tax laws and regulations allows him to provide valuable insights and guidance to his clients, who commonly ask him about how tax legislation will affect funds and investors. His role involves leading engagement teams and working collaboratively with clients to develop and implement effective tax strategies.
Education & Affiliations
Moshe holds an MBA in Finance from the Carey Business School at Johns Hopkins University and is a member of the NYSSCPA and the Hedge Fund Roundtable.
Insights
