Keith is a highly skilled, responsive and proactive CPA with prior experience as a Tax Partner with Ernst & Young and full-time roles as a CFO and CEO for several operating companies. Currently he provides multi-generational family office services and part-time CFO services to his clientele. The family office services include a wide range of duties such as independent trustee for multiple trusts, comprehensive tax and estate planning, coordination with investment and legal advisors, individual, trust and corporate tax preparation, practice before the IRS, bookkeeping, bill-paying for trusts and special needs trust accounting and reporting.