Evan Waxman is a Partner in the Private Business Services Group. Evan has over 20 years of experience advising clients in the areas of individual and trust income tax and estate tax compliance. Clients include family offices and ultra-high net worth individuals, including U.S. and foreign professional athletes, entertainers, fashion models, corporate and media executives, entrepreneurs and investors; as well as their agents and advisors. Evan’s expertise also includes advising closely held entities such as S corporations, partnerships, limited liability companies and private foundations.
As a recognized tax advisor, within the athlete and entertainment industry, Evan provides comprehensive planning on tax matters relating to defining, and maintaining or changing a tax home and tax domicile in order to resolve the identification of where an athlete or entertainer resides for state income tax purposes. He also advises on state income sourcing and apportioning specific duty days, in connection with contract negotiations relating to performance and signing bonuses.
In addition to tax compliance and advisory services, Evan has extensive experience with tax controversy matters, representing clients before the IRS, California Franchise Tax Board and the New York State Department of Taxation and Finance. Examinations include negotiating settlements, counseling clients with installment agreements and offers in compromise, and state and local tax issues related to residency and domicile.
Evan is a frequent author on topics of tax and financial planning, appearing in the Journal of Multistate Taxation and Incentives, and has been quoted by various media outlets. He is involved with several philanthropic organizations and serves on the advisory board of a scholarship fund.
Prior to joining the firm, Evan provided high-level tax advisory services at a Big 4 accounting firm.