Gail Roth

Gail is a Managing Director and a member of the Private Client Services Group located in our New York office, who has been serving clients since 1999. A provider of tax and accounting services for Qualified Settlement Funds Trusts, Pension Funds, NFP Organizations, Private Corporations and Partnerships, Small Businesses, Family Groups, High-Net-Worth Individuals, she is a national expert in Qualified Settlement Funds Trusts.

Expertise

• Complex Family & Business Transactions, Outsourced Accounting and Bookkeeping services
• Complex Family & Business Transactions, Outsourced Accounting and Bookkeeping services
• Interactions with Business Owners, Trustees and Directors, Investment Managers, Auditors, Attorneys and Legal Counsels for various organizations
• Income Tax Preparation & Planning for Individuals, Partnerships and LLCs, Corporations, Trusts, Estates, Non-For-Profit Organizations
• Budgeting and Forecasting
• Cash Flow Reports, Investment Performance Analysis and Reports, Result of Operations and Other Special Reports
• Sales Tax Returns, Payroll Taxes and Reports, Commercial Rent Taxes
• Technical Research

Prior to joining CBIZ, Gail was with other small and mid-size firms.

• Bachelor of Business Administration, Accountancy, The University of the State of New York
• Bachelor of Science, Accountancy, Belarus State Economic University

• Certified Public Accountant, New York

• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

• Family Office and Business Management
• Tax