Kyle J. Shukie

Kyle Shukie is a Partner in the firm. With nearly 20 years of experience, Kyle specializes in evaluating, analyzing, and advising on the tax implications of various business decisions and primarily provides tax liability minimization and regulatory compliance to high-net-worth individuals and privately held businesses.

Kyle has deep expertise in multi-state tax planning and filing compliance, personal income tax planning, and "pass-through entity" taxation. He serves a diverse range of clients, from small family businesses to companies with revenues up to $100 million, including business owners, entrepreneurs, and executives across various industries. His services include consulting on complex tax issues such as the Qualified Business Income deduction, excess business interest expense limitations, and state and local tax limit workarounds. He also provides trust and estate tax planning, international tax compliance, and research and development credit analysis for startups. In addition, Kyle offers strategic advice on reducing tax liability through entity structuring, accounting method selection, and evaluating business transaction tax consequences. His services extend to accounting and bookkeeping assistance, financial statement preparation, and ensuring compliance with federal and state taxation issues. He collaborates closely with clients and partners to deliver tailored tax solutions and optimize their financial strategies.

Known for his responsiveness and ability to demystify complex tax concepts, Kyle ensures clients receive the analysis and recommendations necessary to make informed decisions and achieve their financial goals.

Prior to joining the firm, Kyle was a Partner at Edelstein, a leading Boston-based CPA firm providing comprehensive accounting, tax, and advisory services across multiple industries, including healthcare, financial services, and real estate.