Portia Rose Managing Director
Portia has over 30 years of experience assisting high net worth individuals and their families to address their tax, trust, estate and wealth planning needs. She specializes in individual tax planning and consulting.
Prior to joining Mazars, Portia was in the High Net-Worth Practice’s Family and LGBT Consulting Group at a large international accounting firm. Previously she served in the international Tax Group of a Big 4 firm.
Portia received her BBA in Management, summa cum laude, and her MBA in Accounting from Baruch College.
Industry Expertise | Closely-Held Businesses | Professionals |
Service Specialties | Accounting | Corporate Tax |
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) |
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Pages associated to Portia Rose
Insights
- Year end tax planning for individuals
- 2022 Green Book: Corporate tax proposals
- President Biden’s American Families Plan – Green Book provides details for provisions impacting high-income taxpayers
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