Family Office

Galina Portnoy, CPA

Galina Portnoy, CPA

Director

TAG Associates responsibilities:

  • Senior advisor in Family Office Group
  • Provides tax, accounting and consulting services to high-net-worth and ultra high-net-net-worth individuals, family investment partnerships, trusts and other related entities
  • Advises on strategic income tax planning and execution, gifts and philanthropy
  • Represents clients in IRS, State and local audits

Experience:

  • Joined TAG Associates in 2021
  • Director, Marks Paneth LLP

Education and Professional Designations:

  • Bernard Baruch College, BBA in Accounting
  • Certified Public Accountant (CPA)
  • New York Society of Certified Public Accountants