Kobe is a Senior Tax Specialist in BerryDunn’s Outsourced Accounting Practice Group. Based in Waltham, MA, he provides tax compliance, planning, and consulting services to high-net-worth individuals, families, trusts, and estates. With a strong technical background in complex income tax matters, he focuses on delivering proactive strategies that help clients preserve and grow their wealth.
Kobe’s expertise includes advanced tax research and navigating intricate compliance requirements. He also advises on estate, gift, and Generation-Skipping Transfer (GST) tax, and coordinates the related filings, offering comprehensive support for clients with sophisticated planning needs.