Oleg Ikhelson, J.D., CPA is Managing Director, Head of Tax, advising Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. He brings over 20 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By integrating estate and income tax advisory services with wealth and portfolio management, Oleg helps clients benefit from synergistic financial planning and True Fiduciary® standards of transparency. Previously, Oleg served as Vice President of Tax Planning and Preparation at a prominent New Jersey investment a