Roy Abramowitz, CPA, CFP, Shareholder, Perkins and Co.
Roy has been with the firm since 1987 and is a former leader of its Legacy Planning Practice Group. He is a seasoned tax professional specializing in income, estate, retirement and charitable tax planning for wealthy individuals and families. He also has significant experience with succession, transaction, and entity planning for family-owned businesses and is the firm’s representative for the Family Firm Institute. In addition to Legacy Planning, he serves many clients in the nonprofit sector and is and is a member of the firm’s Nonprofit Practice Group.
Amy Kutzkey, CPA, Tax Senior Manager, Perkins and Co.
Amy joined the Perkins and Co tax department in January 2015, after relocating from the Los Angeles, California area. She brings with her 15 years of public accounting experience and is a member of the firm’s Legacy Planning Practice Group. Amy started her career working with high net worth individuals and their related companies, giving her insight into the family dynamics that come along with owning family businesses. She has experience with family groups, high net worth individuals, closely held businesses, trusts, private foundations, family offices, and ultimately their estates.