Michael Forbes

Michael Forbes is a Managing Director in the firn's Private Client Services practice with more than 35 years of experience providing tax planning, compliance, and advisory services to high-net-worth individuals, closely held businesses, and family-owned enterprises. He works closely with clients to develop tax-efficient strategies that address complex financial matters while supporting their long-term personal and business objectives.

Michael specializes in income tax planning and compliance for high-net-worth individuals and privately held businesses, with particular experience serving clients in the entertainment, film, production, public relations, and talent industries. He oversees all aspects of client tax engagements, including planning, compliance, and strategic advisory services, and works closely with clients receiving business management services to develop practical tax strategies tailored to their unique financial and business needs.

Throughout his career, Michael has advised clients on a broad range of complex tax matters, helping them navigate evolving tax legislation, preserve wealth, and manage multi-faceted financial structures. His collaborative approach and deep technical knowledge have enabled him to build long-standing client relationships while delivering responsive, personalized service to individuals, business owners, and their advisors.

Prior to joining the firm, Michael served as a Director with a regional public accounting firm, where he managed tax compliance and advisory engagements for high-net-worth individuals and closely held businesses. In addition to his tax practice, he developed specialized experience in forensic accounting and litigation support, providing financial analysis and consulting services for complex legal matters.