News & Resources

In December, we proudly announced the promotion of five of our managers to the principal level.  Today we’re highlighting Kyle Shukie, a principal on our tax team.

On his promotion, Shukie said, “After my internship at Edelstein over the summer of 2007, I knew I wanted my career to grow here.  I’ve had a great experience developing relationships with colleagues and clients alike and I look forward to my role as a principal.”

Kyle helps privately held business entities – ranging from small family businesses to $100 million companies – minimize their tax liability and ensure regulatory compliance. Kyle evaluates the tax implications and advises his clients about their options for:

• Business and real estate transactions
• Entity structuring
• Investment options and
• Compensation plans

He works with CFOs and controllers to optimize internal controls and accounting processes and advises the accounting staff on how to use their financial software as efficiently as possible.

Kyle also counsels high net worth individuals and their families on estate planning and tax-saving strategies.

Kyle’s clients appreciate his responsiveness and the clear, patient way he explains complex tax concepts. As a result, clients receive the analysis, recommendations and help they need to make sound decisions and accomplish their goals.

“Kyle is a tremendous asset to our firm,” said healthcare partner Jonathan Gorski, “He is hard-working, intelligent, and personable, all of the traits that we look for in a principal.  We are proud to have Kyle as part of our team and I am sure that his clients feel the same way.”

Congratulations, Kyle!