- Individual Taxation & Planning
- Estate & Trust Taxation & Planning
- Philanthropy & Charitable Giving
- Family Office Services
- International Wealth Advisory Services
- Athletes, Entertainers & Fashion Models
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Hofstra University: BA, Accounting; MS, Taxation
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Evan Waxman is a Director in the firm's Athletes and Entertainment Group, within the Personal Wealth Advisors Practice. Prior to joining the firm, Evan provided high-level tax advisory services at a Big 4 accounting firm.
Evan has nearly 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.
Evan is a recognized expert in, and has advised professional athletes 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 resides for state income tax purposes. He also advises on state income sourcing and apportioning specific to 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 IRS Offshore Voluntary Disclosure (OVDI/OVDP), negotiating settlements, counseling clients with installment agreements, and state and local tax issues related to residency and domicile.
Evan is a frequent author on tax and financial planning topics, appearing in the Journal of Multistate Taxation and Incentives, and has been quoted by various media outlets.
Evan is affiliated with several philanthropic organizations and serves on the advisory board of a scholarship fund.