Ryan Moore

Bachelor's

Accounting

Information Technology (IT)

Vogel Consulting

family office advisor

• Utilize ProSystems to prepare and perform detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, private foundation and gift work papers and tax returns. • Provide tax compliance and consulting services related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation) to ultra-high net worth clients. • Diagram estate plans subject to various trust agreements and advise clients on tax optimization strategies.