Erik Gary Partner

Erik Gary

Erik has over 22 years of experience working closely with private equity fund managers, hedge fund managers, venture capitalists, and other high net-worth individuals and their families. He provides a variety of tax compliance, planning, and advisory services, including estate and retirement planning, wealth preservation, compensatory stock issuance alternatives and federal and state tax efficiency strategies. Erik has been instrumental in developing and implementing trust, estate, and intra-family gifting plans for his clients and their families.

Additionally, Erik has assisted his clients and represented them before federal, state, and local taxing authorities with respect to inquiries, audits, and examinations.

Prior to joining Mazars, Erik was a Partner with a regional accounting firm. He began his career as a member of a Big Four firm’s High Net Worth Group.

Erik received both his M.S. and B.S. in Accounting from St. John’s University.

Industry Expertise

Estate & Gift Tax Planning
Financial Planning

Succession Planning
Tax Planning & Compliance

Service Specialties

High Net-Worth Individuals & Families

Entrepreneurs, Professionals & Executives

Licenses & Certifications

Certified Public Accountant – New York (CPA)

 

Memberships

American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)

NYSSCPA Taxation of Individuals Committee

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