06 May NYBB Webinar – Capital Gains Tax Seminar
CLICK HERE TO REGISTER
Join Kyle Griffith of The NYBB Group as he hosts a discussion with Matthew E. Rappaport, Esq., LL.M. (Taxation) of Falcon Rappaport & Berkman PLLC, Robert Tobey, CPA and Partner and Anthony Tomaro, CPA, Partner and Consulting Services Leader, both of GRASSI Advisors & Accountants. This discussion will educate business owners and their advisors on the potential capital gains tax increases.
Robert L. Tobey, CPA, Partner
rtobey@grassicpas.com
Robert L. Tobey, CPA is a Partner in the Tax Services practice at Grassi, where he guides clients through the complexities of tax planning and compliance on the federal, state and international levels. He specializes in helping pass-through entities, multi-state corporations, high-net-worth individuals and investors meet their business, tax savings and wealth preservation goals.
Robert advises clients in a wide range of industries, with a special focus on the financial services sector. He has helped hedge, venture, real estate and private equity funds structure their businesses, develop tax mitigation strategies and understand the complex regulations of their industry.
Prior to joining Grassi, Robert was a Managing Director at a national public accounting firm and Managing Member of his own tax advisory firm. He is a published author and frequent speaker on taxation matters.
Anthony Tomaro, CPA – Partner, Consulting Services Leader with Grassi Advisors & Accountants
ATomaro@grassicpas.com
As a Partner and the firm’s Consulting Services Leader, Anthony Tomaro directs the growth of Grassi’s consulting practice through the development of innovative business strategies and services. His hands-on approach allows him to become intimately familiar with clients’ business operations so he can help them identify and implement ways to increase efficiency and profitability. Anthony specializes in guiding clients through merger and acquisition transactions, providing advisory services for both buyers and sellers. He and his consulting team have expertise in the following areas:
Cyber and Information Security
Forensic Accounting
Litigation Support & Valuation
M&A Due Diligence
Investment Banking (Sell Side Advisory Services)
Healthcare Consulting
HR and Workforce Consulting
Operational Reviews
Succession Planning
Outsourced CFO Advisory Services
Business and Management Assessment Analysis
Corporate Distress, Restructuring & Bankruptcy
Cash Flow Management
Family Office & Concierge
Anthony has been providing accounting and management consulting services for over 30 years. He has spent significant time helping private equity firms with investments by providing financial due diligence, quality of earnings analysis and operational improvements insights prior to them making investments. During his career, Anthony has held different positions in the C Suite working with private equity groups to run and re-align some of their portfolio companies for a sale. He also has extensive experience working with publicly traded companies and has consulted on Initial Public Offerings projects along with Specified Purpose Acquisition Companies (SPACs) and reverse mergers transactions.
Anthony earned his bachelor’s in business administration from Adelphi University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
Matthew E. Rappaport, Esq., LL.M. (Taxation) of Falcon Rappaport & Berkman PLLC
mer@frblaw.comMatthew E. Rappaport is Vice Managing Partner of Falcon Rappaport & Berkman PLLC, and he chairs its Taxation and Private Client Groups. He concentrates his practice in Taxation as it relates to Real Estate, Closely Held Businesses, Private Equity Funds, and Trusts & Estates. He advises clients regarding tax planning, structuring, and compliance for commercial real estate projects,
all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.
Matthew is known for his work on complex deals involving advanced tax considerations, such as Section 1031 Exchanges, the Qualified Opportunity Zone Program, Freeze Partnerships, Private Equity Mergers & Acquisitions, and Qualified Small Business Stock. He has served as a trusted advisor for prominent real estate funds, executives of multinational corporations, venture capitalists, successful startup businesses, ultra-high net worth families, and clients seeking creative solutions to seemingly intractable problems requiring tax-focused analysis.
Education
Georgetown University Law Center – Master of Laws, Taxation
Georgetown University Law Center –Juris Doctor
Washington University in St. Louis – Bachelor of Arts (cum laude)
Bar Admissions
State of New York
United States Tax Court
United States District Court for the Southern District of New York
United States District Court for the Eastern District of New York
United States Court of Appeals for the Second Circuit
Supreme Court of the United States of America
Professional Affiliations
American Bar Association Section on Taxation – Sales Exchanges & Basis Committee – Vice Chair
New York State Bar Association
Nassau County Bar Association – Past Vice Chair of the Taxation Committee
Webinar moderated by:
Kyle Griffith, CBI, CM&AP, Managing Partner
Kyle Griffith is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc.. For over ten years, he has helped small and mid-sized businesses in need of merger and acquisition and business sales services. Kyle specializes in the HVAC, Trucking, and Distribution industries, but has lent his expertise to clients in a broad range of sectors.
Throughout his career, he has owned and operated several businesses. These include a family-owned printing and shipping company; various online retail and service-based businesses; a package forwarding company; and a consulting firm. These experiences have helped him hone his business development, operations, and marketing skills.
Kyle has a solid background in sales and marketing. He is also highly skilled at implementing successful marketing strategies for business owners seeking to effectively buy or sell a business in today’s market. Kyle provides top-class negotiation and representation for his clients and executes proven techniques to maximize a company’s selling price and facilitate a faster sale. He takes pride in consulting with small business owners and finds fulfillment in being of service and doing so in a confidential manner with integrity and professionalism.
Kyle is an enthusiastic, caring and driven business professional committed to educating, and being an advocate for the Merger & Acquisition / Business Brokerage community. He is a proud and active member of the M&A Source and the International Business Brokers Association (IBBA).
Kyle Griffith is a Certified M&A Professional (CM&AP) and is one of more than three hundred M&A intermediaries and professionals with the designation. Kyle has also been awarded the Certified Business Intermediary (CBI) designation by the International Business Brokers Association (IBBA). This designation is held by fewer than 600 individuals worldwide and less than 10 in New York State. The CBI designation is granted to IBBA members who have met rigorous requirements in education, industry knowledge and experience, ethical standards and continuing education. As a CBI, Kyle is well equipped to handle the complexities of acquiring and selling privately held companies.
Kyle is has been elected to Board of Governors of the IBBA. He is presently the Co-chairman of the Member Engagement Committee of the IBBA as well as the Co-chairman of the Member Engagement of M&A Source. Kyle also sits on the board for the New York Association of Business Brokers. His efforts servicing the business brokerage marketplace have earned him the IBBA Outstanding Producer Award for 2017.
Outside of the IBBA, Kyle is also active in several associations and groups. He is the CEO & Founder of Eminae Network and advisory board member of Caribbean Business Connections (CBC). He is an active committee member in both the Queens & Melville Chambers of Commerce, and he holds a Real Estate Salesperson and Notary Public licenses in New Yor
