Frankel Loughran Starr & Vallone LLP

Alan was formerly a Senior Tax Manager in the New York office of Ernst & Young, LLP where he served middle market companies

Alan received his B A in Accounting from Queens College, earned his Master’s degree in Taxation from Fordham University and completed the certificate of financial planning program at New York University Alan also recently earned a Certificate of Higher Education in History from the University of Oxford

Alan is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (NYSSCPA) and is the former chair of the Closely Held and S Corporation Tax Committee

Charles is a founding partner of FLSV and co-manages FLSV’s Business Services Group Charles has provided tax and advisory services to closely held businesses, investment partnerships, private equity funds, hedge funds, family offices, real estate investment funds, family-owned businesses and high-net worth individuals for over thirty years Charles has extensive experience in providing federal, state, local and international tax structuring, compliance, and planning services to hedge fund investment managers, private equity funds, venture capital funds, family offices and middle market businesses

Charles advises his clients on a wide variety of issues including business formation and tax structuring, mergers and acquisitions, federal, state and local corporate and partnership tax matters and tax planning strategies, accounting and administration issues, compensation structuring, ECI and FDAP withholding, business development and advisory services and estate and inter-generational planning Charles has written articles and has lectured at professional conferences on tax and planning issues for investment partnerships, closely held businesses and high net worth individuals

Prior to founding FLSV in 1995, Charles was an executive in the New York Office of Ernst & Young, where he provided tax and advisory services to middle market and investment partnership clientele

Charles earned his Bachelor’s degree in accounting from Adelphi University and his Juris Doctor degree from St John’s University School of Law His professional affiliations include associate membership of the New York State Society of Certified Public Accountants, member of the American Bar Association, New Jersey State Bar Association and the New York State Bar Association where he is also a member of the Investment Funds, Pass Through Entities and Individual Tax Committees

Seth is a founding partner of Frankel Loughran Starr & Vallone LLP Seth oversees the firm’s Personal Tax Services and Wealth Management Estate Financial Planning Groups Seth’s expertise for over 35 years has guided these groups in providing tax consulting, income and estate tax planning, federal, state and local tax compliance services, and representation before federal and state tax authorities He is a trusted advisor to a diverse group of clients including high net worth individuals, investment banking and hedge fund managers, private equity fund managers and entrepreneurs, business owners and family groups He also advises his clients on multi-generational tax and estate planning, wealth-preservation strategies, philanthropic and retirement planning, risk management, executive compensation, stock option planning and monetizing low cost security holdings Seth directs the interaction between his clients and their various advisors, including attorneys, investment advisors, and insurance professionals

Prior to co-founding the Firm, Seth honed his personal tax expertise through his senior positions as Vice President and Tax Director of the Individual Tax Group at Morgan Stanley, a position he held for six years, and as a Senior Tax Manager for eight years at E&Y (Ernst and Young) LLP

Seth received a Bachelor of Science degree with honors in Accounting from SUNY Albany and a Master of Science degree in Taxation from Pace University He is a Certified Financial Planner and holds both the Series 7 and Series 63 Security Licenses He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA) He has been a guest on National Public Radio, a lecturer at professional tax and financial planning conferences and an Adjunct Professor at a financial planning institution

Joseph is a Partner at Frankel, Loughran, Starr & Vallone LLP and leads our Accounting Services Group and the Family Office Practice He has over twenty years of experience serving the accounting and finance needs of a wide range of emerging businesses and high-net worth individuals He has extensive experience working with Private Equity and lnvestment Partnerships

Joseph has been instrumental in assisting firms during their start-up phase by providing valuable insight into areas such as developing an effective accounting system, managing day-to-day accounting and bookkeeping needs, employee and benefits considerations and Iocal filing obligations

Prior to joining FLSV, Joseph served as a Vice President with Bear Stearns where he provided accounting services to several large institutional clients

Joseph received a BBA from Pace University and earned his MBA in Accounting from Hofstra University His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA)

FLSV is a diverse, entrepreneurial firm that offers career growth opportunities for motivated, quality-minded individuals who wish to be a part of a talented team of professionals At FLSV we offer continuous challenges, advancement opportunities and the support system necessary for both personal and professional growth

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