David Rosen, Esq., CPA, Partner and Chair of Tax Services at Rosen, Sapperstein and Friedlander, LLC (RS&F), a leading advisory and CPA firm, was named Bloomberg Tax Estates, Gifts and Trusts Tax Portfolio Author of the Year for 2023.
Rosen was recognized for his Family Offices Portfolio (T.M. 880-1st, Family Offices). The Family Offices Portfolio addresses the full range of planning and tax issues affecting family offices, the investments held by such organizations, and the beneficiaries of family office financial vehicles. The Portfolio provides family office advisors and executives with a detailed understanding of considerations regarding the operation, ownership, and structure of family office entities – supporting solutions relevant to various stakeholders.
The exclusive publication is part of Bloomberg BNA’s nationally recognized Tax Management Portfolios series and is the only publication on the topic that exists on the platform.
“It is a tremendous honor to be recognized as Bloomberg Tax’s Estates, Gifts and Trusts Tax Portfolio Author of the Year,” said David Rosen. “This award is regularly given to the true titans in the tax world, and it is a true compliment to be considered the peer of the those that I have long admired. This recognition motivates me to continue sharing my knowledge and expertise with other industry leaders to help them navigate complex topics and maximize impact for their clients.”
“Our team could not be more thrilled for David,” said RS&F Managing Partner Jeff Rosen. “He has truly earned this prestigious award and the recognition is a true testament to David’s vast wealth of knowledge on family offices, as well as many other subjects. Over the last few years, we’ve been hyper focused on our family office services and are proud to be amongst the nation’s leading experts on the subject.”
Rosen was officially recognized on January 9th during a national awards ceremony in Orlando.
About RS&F
Rosen, Sapperstein & Friedlander, LLC (RS&F) is the leading business advisory and CPA firm that provides business consulting and accounting services that cater to family offices, middle-market businesses, and ultra-high net worth families. RS&F provides consulting, tax, audit, forensic accounting, business valuation, and accounting services, and works with clients in a variety of industries, including real estate, healthcare, nonprofits, government contractors, construction, business services, manufacturers, distributors, technology, and mortgage lending. For more information visit www.rsandf.com.
