Alan Kufeld
Alan Kufeld - Tax Partner and Trusted Advisor in Wealth Preservation
Alan Kufeld, CPA, is an accomplished tax professional recognized for his extensive experience in tax planning, wealth preservation, and financial services advisory. Throughout a career spanning more than three decades, Alan Kufeld has built a reputation for helping high-net-worth individuals, family offices, hedge fund managers, and private equity professionals navigate complex tax and estate planning matters while protecting long-term wealth.
Alan Kufeld began his career as a tax partner at Goldstein Golub Kessler & Co., where he served from 1994 to 2006. He later joined Rothstein Kass as tax principal in the Family Office Group, advising affluent families on income and estate tax planning, business succession strategies, charitable giving, and tax-efficient wealth transfers. His clients included entrepreneurs, executives, athletes, entertainers, and investment professionals seeking customized financial solutions.
Following a tenure at Flynn Family Office, Alan Kufeld became a tax partner at PKF O'Connor Davies, where he continues to counsel financial services clients, startup and established hedge funds, private equity firms, and pass-through entities. His expertise includes management company accounting, tax compliance, entity structuring, and estate and gift tax planning throughout every stage of a fund's lifecycle.
In addition to his work with clients, Alan Kufeld is a respected author whose publications examine advanced tax and estate planning strategies. His insights into residency audits, wealth transfer, and estate planning for hedge fund and private equity managers have earned recognition for their technical depth, reinforcing his standing as a trusted authority in the field.
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New York City, NY US